WAATP Signature Monthly Meeting - Legislation Changes for 401(k)s

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, September 10, 2024 Webinar

Date: September 10, 2024

Time: 11:00 am - 12:30 pm PST 

Agenda: 

11:00 am  Welcome

11:05 am - 12:00 pm WAATP September Signature Monthly Meeting : Legislation Changes for 401(k)s Webinar

Speaker Bios: Marc Fowler, Human Interest CPE, Retirement Education Director

Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses (SMB) to assist their employees with investing for retirement. Marc specializes in supporting partners and clients in understanding retirement plans, in particular the power of 401(k) and the relevant legislation that surrounds saving for retirement. After starting two small businesses in New York, he has a passion for how 401(k) plans can support the SMB sector. 

CPE Credits: TBD credit  

Learning Objectives:

Explore the evolving landscape of 401(k) retirement plans in our upcoming webinar, designed to keep you informed on the most recent legislative changes. We'll begin with a brief history of 401(k) legislation, highlighting key shifts that have shaped current regulations. From there, we will dive deep into the SECURE Act 2.0, examining its specific impacts on 401(k) plans and the new tax implications for both plan sponsors and participants.

Additionally, we will discuss anticipated future changes, providing insights to help you stay prepared and strategically navigate potential new legislation. This webinar is ideal for CPAs, EAs, financial advisors, and HR professionals looking to stay ahead in the dynamic world of retirement planning.

Key Takeaways:

Wanna chat with a like minded community of professionals?  Please join us for a round table following every Signature Monthly Meeting where we will focus on Tax Topics to bounce your remaining tax season questions off your peers. Share, learn, socialize and ask questions!

Who Should Attend:

This webinar is ideal for CPAs, EAs, financial advisors, and HR professionals looking to stay ahead in the dynamic world of retirement planning.

If you would like to ask questions ahead of time please send them to [email protected] 

WAATP members, $0 

Non-members, $20 

Join WAATP today to receive a discount. 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS