Impact of the SECURE Act on 529 Plans

Overview

The SECURE Act contains some of the most sweeping changes to come about for the retirement planning and qualified plans markets in a decade, including numerous changes to both the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) that will expand retirement plan coverage for workers and increase savings opportunities.

This course presents an overview of the legislation, and then focuses on the key provisions of the laws and regulations that have changed concerning §529 Plans.

Learning Objectives

Upon completion of this course, you should be able to:

  • Describe the major provisions of the SECURE Act;
  • Identify the details of §529 Plans; and,
  • Describe how the SECURE Act changes §529 Plans

Designed For

Registered Representatives and Investment Advisers 
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