Exploring New Retirement Plan Legislation and Preparing for a Long Life

Program Description

This event will look into the provisions of the new retirement plan legislation, Secure2.0. We will cover how the Act calls for the expansion of coverage to participants, Roth expansion, plan design innovation, and financial incentives. The second half of this webinar will discuss how a long and happy life can be enhanced by taking specific steps to think through what you want your life to be as you age. Planning for your future self takes both financial and personal preparation.

Learning Objectives

• Learn the key provisions of Secure2.0, the rationale for them, and how they impact employer retirement plans and timelines.

• Learn key attributes of good planning for a long life from target accumulation amounts to Social Security estimates to creating your own timeline for your day-to-day life and purpose.

   

How to earn your credit:

• Participants of the live broadcast are eligible to receive 2 CPE credits in Business Management or 2 PDC Credits in Business Acumen. You will need to attend for 100+ minutes and answer 6+ polling questions for CPE credits, or attend 120+ minutes and answer 6+ polling questions for PDC credits.

• Partial credit will not be offered.

• For the best experience, we recommend attending the webinar on a desktop or laptop using a Chrome browser.

   

CPE Credits: 2 | PDC Credits: 2 | Prerequisites: N/A | Advanced Preparation: No | Knowledge Level: Basic | Certification Field of Study: Business Management | Event Location: Virtual | Delivery Method: Group Internet-Based | Refund Policy: N/A

Vaco CPE

For more information regarding administrative policies such as complaint and refund, please contact our Global Headquarters at 615-324-8226. Vaco 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

Vaco PDC

Vaco is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.