In December 2022, the SECURE 2.0 Act was signed into law featuring many key provisions impacting nonprofit retirement plans. This session will help nonprofit executives better understand the most important SECURE 2.0 Act features and help you stay on top of a rapidly changing marketplace.


  1. Expansion of automatic enrollment
  2. Increase in part-time worker access to retirement plans
  3. Catch up contributions limitations
  4. Increase in catchup limits for individuals ages 60-63
  5. Treatment of student loan payments as elective deferrals for employer matching contributions
  6. Increase in required minimum distribution
  7. Recovery of retirement plan overpayments
  8. Withdrawals for emergency expenses


Ivette Dominguez, Regional Vice President of Sales, Ascensus
Eric Glantz, Partner, Marcum LLP
Dennis Gogarty, President, Raffa Investment Advisers
Joe Guest, Portfolio Manager, Raffa Investment Advisers


Program Description SECURE 2.0 Act – What Do Nonprofits Need to Know?
Important Notice Regarding CPE:
Learning Objective At the end of this course, the attendee will be able to recognize certain key provisions of the SECURE 2.0 Act and how it impacts nonprofit retirement plans.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.