Understanding Secure 2.0, and how it Affects Plan Sponsors
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SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee Benefit Plan practice leaders share what nonprofit plan sponsors need to know now about the new legislation.
Davide is a leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with extensive expertise in ERISA standards. He provides meaningful audits, done efficiently by a dedicated employee benefit plan audit practice within a 300-person CPA & consulting firm, and with access as needed to the resources of PrimeGlobal, the 4th largest CPA firm network globally. He audits and advises plan sponsors on ERISA compliance requirements, including those associated with administering 401K, 403B, …
Shawn is a leader in AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with extensive expertise in Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) standards, including those related to audits of 401K and 403B Plans.
Shawn is Co-Chair of the MassCPAs’ ERISA Accounting & Auditing Committee where he shares information on best practices and specific audit procedures relating to ERISA audits to improve the overall quality of these types of audits. …
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