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What You Need to Know Now About Changes in Qualified Plan Rules Taking Effect in 2020 (PRTE)

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What You Need to Know Now About Changes in Qualified Plan Rules Taking Effect in 2020 (PRTE)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has created new rules relating to qualified plans that tax practitioners should be familiar with in order to intelligently advise their clients. In general, the SECURE Act changes regarding pension plans encourage small business to establish pension plans and to enroll more employees, including part-time employees, in qualified pension plans. One of the most significant changes is the elimination of the “stretch” as it relates to required minimum distributions paid to qualified plan participants in favor of the so called “ten-year rule.” Some qualified plan participants will be subject to the older, pre 1/1/2020 SECURE Act rules while other taxpayers will be subject to the new rules that take effect in 2020. This program reviews the changes impacting qualified plans and qualified plan sponsors and participants. It focuses on qualified plan changes impacting mostly small- and medium-size businesses — IRA changes are analyzed in a different Surgent program.

Major Topics:

  • Multiple employer plans
  • Pooled employer plans
  • The 10-year rule for qualified plan required minimum distributions (RMDs) for certain beneficiaries
  • Asset management under MEPs and PEPs
  • Potential unintended consequences
  • Exceptions to the 10-year rule for “eligible” designated beneficiaries
  • Increase in age to 72 for RMDs and RMD rules for those continuing to work beyond age 72
  • Safe harbor 401(k) plans and notices
  • New credits for setting up qualified plans
  • Opportunities to start a new plan or modify an existing plan past the year-end deadline
  • Plan participation by long-term part-time employees
  • Lifetime income disclosure for defined contribution plans
  • Changes to the definition of “earned income”
  • 529 plan changes
  • Changes relating to annuities

Learning Objectives

  • Understand and apply the new SECURE Act changes relating to qualified plans effective 1/1/2020 and beyond

Designed for:

Tax practitioners who anticipate advising clients with respect to qualified plan changes associated with the SECURE Act

Prerequisite:

A basic understanding of individual income tax

Advanced Preparation:

None

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