Job SECURE-ity for Plan Auditors: An Analysis of SECURE 2.0 Act: 2024 Employee Benefit Plans Conference
Available Until Monday, March 31, 2025
Online
1.50 Credits
Member Price $49.00
Non-Member Price $70.00
Overview
SECURE 2.0 brings with it a whole host of interesting (and complex) mandatory and optional provisions. We will be going through the mandatory provisions that are most relevant to larger plans, as well as those optional provisions that have generated the most interest from Plan Sponsors (such as matching of student loan payments).
Designed For
Auditors of employee benefit plans or who advise companies in this area, as well as benefit plan administrators
Leader(s):
Leader Bios
David Beck, Principal, PASI, LLC
David has over 20 years of experience in the retirement plan industry. After 6 years in public accounting, including 4 years of auditing employee benefit Plans, David moved into his current field of compliance services for retirement plans. In addition to extensive expertise in 401(k)‘s, David is also the practice lead for 403(b) Plans and all manner of nonqualified deferred compensation plans (457(b)/(f) and 409A). He is a frequent presenter at the Connecticut Society of CPA’s Annual Employee Benefits Conference and is an active member of the Employe Benefits committee that is responsible for Planning the event.
Non-Member Price $70.00
Member Price $49.00