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AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Online Conference 2020

EBPAAT03 - Secure Your Understanding of the SECURE Act

May 4, 2020 2:20pm ‐ May 4, 2020 3:10pm

Standard: $49.00


This session will hit the highlights of the SECURE Act; covering topics such as the expansion of access to multiple employer plans (MEPS), changes to required minimum distributions: increase in age from 70 ½ to 72 & additional limitations placed on stretch distributions for certain beneficiaries, tax incentives for small businesses that implement auto enrollment, and more.

Get ready to:

Learning Objectives:
  • Learn about the major provisions of the SECURE Act and how they will affect retirement planning and savings.
  • Understand what the changes mean for you and your clients.
  • Identify new planning opportunities and open implementation issues.
  • Explore other implications of the law change.



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