Course: Proposed Rule on Profits and Related Basis Adjustments based on this document from the Federal Register: https://www.govinfo.gov/content/pkg/FR-2024-12-02/pdf/2024-27227.pdf This document contains proposed regulations regarding previously taxed earnings and...
SECURE 2.0 Section 319: Enhancing Retirement Plan Disclosures
Explore the transformative implications of SECURE 2.0 Section 319 on retirement plan reporting and disclosure requirements. This comprehensive course equips participants to navigate the complexities of ERISA and the Internal Revenue Code regulations, fostering a clearer understanding of their impacts. Participants will gain insights into the roles of the Treasury Department, Labor Department, and PBGC in enhancing the clarity and accessibility of information provided to plan participants and beneficiaries.
In this course you will learn the following:
* Comprehend the goals and intent of SECURE 2.0 Section 319.
* Recognize the importance of public participation in shaping the final rule.
* Identify potential changes and improvements in reporting and disclosure requirements.