Gain an understanding of the changes behind the Secure 2.
0 Act.The Secure Act 2.0, signed into law in December of 2022, was part of a $1.6 billion package to aid retiring Americans. Unfortunately, 33% of workers presently do not have any retirement savings. The Secure Act 2.0 is produced to make it easier for working Americans to save money in retirement. Similar to President Roosevelt crafting Social Security, Secure Act allows working Americans to invest more money in tax-advantaged accounts for later use. And, seeking to help entrepreneurs and small businesses, the Act makes it easier for small businesses to set up 401(k) plans for their employees. This program provides background and assistance for the retiree as well as businesses needing to adjust and understand Secure 2.0.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The History Behind Secure 2.0 - Did You Know There Was a 1.0?
Understand the Significant Changes Behind Secure 2.0 and What It Means to You
Learn About Catch up Contributions and Transitions From Older Programs
Compare and Contrast How Roth Contributions and IRAs Are Considered
Review Required Minimum Distributions and Upcoming Changes
Identify the Changes Affecting Employer-Sponsored Plans, Including Automatic Enrollment Requirements and Student Loan Repayment Matching Options
Learn About Mandated Automatic Enrollment for New 401(k) and 403(b) Plans
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 8, 2023.
Call 1-866-352-9540 for further credit information.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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