Join us for our annual spring update, where we provide crucial updates and reminders for benefit plan sponsors. This year, we’ll delve into SECURE 2.0 changes that are already in effect, SECURE 2.0 changes plan sponsors should be preparing for in upcoming years, and how the changes may impact your benefit plan audit. Our experts will also offer an overview of current market dynamics, the benefits and challenges of benchmarking, and other topics to discuss with your investment consultant. Finally, we’ll cover the potential for certain investments to generate unrelated business income tax and guide you through the investment pros and cons, along with applicable tax requirements.
Join us for an in-depth and comprehensive update tailored specifically for benefit plan sponsors.
Learning objectives:
- Develop an understanding of the optional or required SECURE 2.0 changes in effect for your benefit plan audit.
- Hear an overview of the market and its impact on investment performance.
- Identify whether your plan has unrelated business income tax and the necessary reporting requirements.
For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.
Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.
Plante & Moran, PLLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org
