SOP2402. Retirement Plan Choices After SECURE 2.0 and What’s Next

As we navigate the post-SECURE 2.0 landscape, CPAs play a crucial role in advising clients, ensuring compliance, and maximizing retirement benefits. Join us to explore these developments and chart the path forward for retirement planning.

This session will provide an overview of new mandatory features (including automatic enrollment provisions and required minimum distribution changes) as well as optional provisions (including student loan payment matching and new distribution options), as well as future changes to the SAVER’s credit.

Learning Objectives:

• Analyze important provisions in SECURE 2.0 impacting plan design and operations
• Identify mandatory and optional changes and how best to consider for your clients.