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CPA - medium firm
CPA - large firm
Enrolled Agent
The SECURE 2.0 Act of 2022 is important legislation that is sure to reshape the structure of most 401(k) plans while making it easier for Americans to save for retirement. This course will highlight key provisions in the SECURE 2.0 Act and their impact on employers and employees. This course will also take a deeper dive into which provisions are mandatory and optional.
Learning Objectives:
- Outline the important provisions signed into law with the SECURE 2.0 Act of 2022
- Recognize and analyze the potential tax impacts related to withdrawals by participants and beneficiaries under the SECURE 2.0 Act and new IRS regulations
- Identify the changes affecting small business retirement plans, including long-term/part-time employees
- Summarize the legislative impacts on tax incentives and their effects on plan participants
Pete Isberg
ADP
VP Government Relations
pete.isberg@adp.com
Pete Isberg is responsible for managing legislative and regulatory affairs for ADP, covering a variety of employer compliance matters including employment tax payments and major legislative trends such as the Affordable Care Act. Pete has over 30 years of experience working with state legislatures and Congress, as well as the IRS and state agencies, workforce development, child support enforcement, and municipal tax authorities. Pete holds an MBA in Finance from California State Polytechnic University.
Ronald Ulrich
ADP
VP of Product Consulting and Compliance
ronald.ulrich@adp.com
Ron is the Sr. Director of ERISA Compliance and Consulting for ADP Retirement Services. Ron is responsible for delivering products and services to Plan Sponsors in order to help them maintain their retirement plans in compliance with all applicable IRS and DOL regulations. Ron also works with Plan Sponsors to design and implement plan features that will enhance the overall health of their plan, streamline administration and help participants define and achieve their retirement goals. Ron has over 25 years of experience in the recordkeeping and administration of retirement plans, and holds the ASPPA Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) designations. Prior to his current role, Ron was the Director of the Employee Service Center, responsible for providing services directly to retirement plan participants to educate them on their retirement benefits. Prior to working at ADP, Ron held roles with Deutsche Bank, and Prudential in their retirement services departments. Ron holds a B.S in Management from Kean University.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
EA Approved
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
With unmatched expertise and solutions, we partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers accounting professionals’ the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform. Learn more at adp.com/accountant.
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