Impact of the SECURE Act on 401(k) Plans

Overview

The SECURE Act was drafted to assist in saving and investing for retirement. It contains provisions to incentivize retirement planning, diversify options for savers, and increase access to tax-advantaged savings programs. This course presents an overview of the legislation, focusing on key changes to laws and regulations concerning 401(k) plans and IRAs.

Find this course for your license

License or Certification

Regulator

Objectives

describe the implications of removing the age limit for IRA contributions
explain how the SECURE Act has affected required minimum distributions (RMDs)
identify the tax credit incentives for employers regarding 401(k) or SIMPLE IRA plans
discuss how the Act benefits part-time employees
outline the effects of eliminating ‘Stretch’ IRAs on beneficiaries
summarize the new options for safe harbor 401(k) plans

Designed For:

Registered Representatives and Investment Advisers

Course Information

Adding additional credit may change exam requirements.

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