Content Provider
Handout Materials
Presentation Slides
Additional Materials
Free cpece webinars
Key Retirement Plan Changes & Updates for 2020 and Beyond


Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This presentation explains some of the changes made under The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act); The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), and other changes and updates that affect IRAs and other retirement accounts. This course includes the technical, compliance, and operational requirements that apply.

These changes primarily affect contributions - including rollover contributions and distributions, resulting in numerous questions from involved parties. These questions include who are affected, dollar limitations, compliance requirements, and operational requirements.  This seminar will cover the most common and impactful questions that have been presented by tax and financial professionals. 

Learning Objectives:

  • Identify the new SECURE Act changes relating to IRS and employer plans effective 1/1/2020 and beyond

  • Determine how the CARES Act affect retirement accounts

  • List other significant changes that are not covered under these two acts

Not logged

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals. She has over 20 years of experience in the retirement plans field, including providing training and technical consultation to financial, tax, and legal professionals.

Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors, which are available at

Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three published by Aspen Publishers; and The Adviser's Guide to Retirement Plans for Small Businesses, published by AICPA.

Denise has provided training, including CE approved courses, on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits and has earned five professional designations in the field of retirement account rules and regulations.

Denise is also the creator and CEO of, a free consumer website containing a wealth of information about retirement accounts rules and regulations. She has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows; during which she shared her insights on retirement tax laws, and has been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street, and other financial publications.

About Our Presenter

Appleby Retirement Consulting Inc. provides a wide range of retirement products and services to financial, tax, and legal professionals. Our primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.