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SECURE 2.0 Act of 2022

SECURE 2.0 ACT OF 2022

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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

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Pete Isberg

VP Government Relations

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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

VP of Product Consulting and Compliance

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Ronald Ulrich is the Vice President of Product Consulting and Compliance for ADP Retirement Services. He 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 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, as well as a B.S in Management from Kean University.

About Our Presenter

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At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

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