MILWAUKEE – Quest CE, premier provider of compliance training and tracking technology solutions, today announced that editions of the new course, “SECURE Act of 2019,” were added to the Firm Element and Investment Advisor e-learning catalogs.
The new course provides an in-depth exploration of the provisions of the Secure Act of 2019; the first major change to the United States tax code regarding retirement plans in over a decade. The Setting Every Community Up for Retirement Savings Act of 2019 has broad implications for financial advisors, banks, credit unions, IRA custodians, tax advisors, estate planners, plan sponsors, plan fiduciaries, employers and employees. Additionally, the course will dive into each of the Act’s provisions and provides several examples for specific sections.
Course Topics Include:
- Legislative History
- Title I: Expanding and Preserving Retirement Savings
- Title II: Administrative Improvements
- Title III: Other Benefits
- Title IV: Revenue Provisions
- Title V: Tax Relief for Certain Children
- Title VI: Administrative Provisions
For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail firstname.lastname@example.org. To view Quest CE’s Firm Element course catalog, click here. To view Quest CE’s Investment Adviser course catalog, click here.
About Quest CE
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.
Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.