SECURE 2.0: Securing a Strong Retirement Act of 2022

3 Credits: Taxes


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SECURE 2.0: Securing a Strong Retirement Act of 2022

Course Level
CPE Credits

3 Credits: Taxes

Course Description

The introduction of the SECURE 2.0 Act of 2022 represents a significant shift in the retirement savings landscape, presenting both opportunities and challenges for professionals in tax, accounting, and finance. Navigating the intricacies of these new regulations, with their varying effective dates and complex provisions, can be a daunting task. This CPE webcast course offers a comprehensive solution to this challenge by providing an in-depth analysis of the SECURE 2.0 Act. Beginning with the current state of retirement savings, it moves through the changes introduced by the Act, including automatic enrollment and escalation requirements for employer-sponsored plans, increased catch-up contribution rules, and the impact of Section 529 Plans and Student Loan Payments on retirement savings. The CPE webcast course also clarifies the new credits available for pension plan start-up costs, making it an invaluable resource for professionals seeking to understand and apply these significant legislative changes in their practice.

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Learning Objectives

Upon completing this course, participants will be able to:

  • Understand the automatic enrollment and escalation requirements for employer sponsored plans;
  • Explain the increased catch-up contribution rules;
  • Discuss how Section 529 Plans and Student Loan Payments impact retirement savings; and
  • Understand the new credits for pension plan start-up costs.
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Course Specifics

Course ID
Revision Date
February 1, 2023


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02319-23-O
IRS Federal Tax Update Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1888
CTEC Federal Tax Update Credits: 3

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …