CPE Webinar

SECURE Act 2.0 Changes Impacting Employers and Individuals

calendar icon May 23, 2023

Learn about the Impact of SECURE Act 2.0 on your retirement plans.

SECURE 2.0 Changes Impacting Employers and Individuals

Date: Tuesday, May 23, 2023 at 2 PM to 3 PM ET

Securing a Strong Retirement Act (SECURE 2.0) was signed into law at the end of 2022. This law brings significant changes to the retirement savings landscape. As a follow up to the 2019 SECURE Act, SECURE 2.0 continues to focus attention on enhancing employee savings for retirement, and when and how plan benefits are distributed to participants. A majority of the new law’s provisions take effect in 2024, but employers and individuals should begin planning for these changes now.

Join Cherry Bekaert’s compensation and benefit plan specialists as the highlight key changes to qualified retirement plans for employers and opportunities for enhanced retirement savings for individuals.

Learning Objectives:

  • Provisions affecting –
    • Retirement savings plans
    • Incentives for individuals to save for retirement
    • Lower employer costs to offer and fund retirement savings plans
  • Provisions of the bill that –
    • Push back the required minimum distribution start date
    • Raise the catch-up contributions limits
    • Reduce penalties on individual retirement accounts (IRAs)
    • Provide access to emergency funds
    • Convert collect savings to ROTH IRAs
  • Action items to keep top as mind as an employer or an individual

CPE Accreditation

  • Delivery Method | Group Internet Based
  • Recommended CPE credit | 1 CPE
  • Recommended Field(s) of Study | Taxes
  • CPE Capability | Technical Expertise/Problem Solving
  • Prerequisites | None
  • Program Level | Basic
  • Advanced Preparation | None


Deborah Walker, CPA | Director, Cherry Bekaert
David Flinchum, CPA, CGMA | Partner, Cherry Bekaert


Sarah McGregor, CPA | Director, Cherry Bekaert

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert 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.learningmarket.org