The SECURE Act 2020
Access this expert-led webinar instantly, available anytime on-demand.
Included in All-Access Membership Live Webinar
On-Demand Webinar Available
Customer Satisfaction Guarantee Learn with confidence. If you're not happy, we'll make it right. That's our guarantee.
The Secure Act of 2025 introduces significant updates that will impact how payroll professionals manage retirement plan contributions, employee eligibility, and compliance requirements. From expanded auto-enrollment and new catch-up contribution rules to employer-matching for student loan payments, these changes require careful implementation to ensure compliance and accuracy in payroll processing.
In this webinar, we’ll break down the key payroll-related provisions of the Secure Act of 2025, what they mean for your organization, and how to effectively update your payroll systems and processes. You’ll gain practical insights, compliance checklists, and best practices to navigate these changes with confidence. Whether you’re handling payroll operations directly or supporting compliance efforts, this session will equip you with the knowledge needed to stay ahead of the curve.
Your Benefits For Attending:- Understand Key Payroll Impacts – Identify the major payroll-related provisions of the Secure Act of 2025 and how they affect retirement plan administration.
- Ensure Compliance with New Requirements – Learn how to implement changes such as expanded auto-enrollment, updated catch-up contributions, and part-time employee eligibility tracking.
- Update Payroll Systems & Processes – Discover best practices for configuring payroll software and recordkeeping to align with the new compliance standards.
- Manage Employee Communications Effectively – Develop strategies for educating employees on their retirement plan options, contribution changes, and new withdrawal rules.
- Avoid Common Compliance Pitfalls – Recognize potential risks and challenges in payroll processing and ensure accurate tax treatment of retirement-related deductions and contributions.
-
Christine Stolpe
Passionate about furthering an understanding of payroll, Christine Stolpe, CPP has been working in some fashion of payroll for the past 30 years and enjoys watching the profession blossom through emotional intelligence and personal fortitude. In 2019, she opened her own payroll consulting busi [...]
RCH Credit
Aurora Training Advantage is an approved provider through the American Payroll Association. To receive credit through the American Payroll Association for this program you MUST attend the program in its entirety.
HRCI Credit
SHRM Credit
ATATX Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.ATAHR Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in human resources.ATAPR Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in payroll.
Invest in your future with confidence! Our Customer Satisfaction Guarantee eliminates all risk, letting you focus purely on mastering new skills and advancing your career. If you're not completely satisfied, we'll ensure you are. Your satisfaction is not just a promise; it's our guarantee.
This webinar received a total of 14 survey responses. Attendees have given an average rating of 3.7 stars out of a possible 5, reflecting the quality and value of the content presented.
Webinar Presentation
How many of the objectives of the event were met?
4.0 Stars
How useful was the information presented at this event?
4.1 Stars
Overall, how satisfied were you with this event?
3.4 Stars
Speaker Performance
Overall, how satisfied were you with this presenter?
3.5 Stars
How closely did the presenter follow the schedule?
3.7 Stars
Reviews From Webinar Survey
Our webinars are crafted to deliver exceptional value and insight to business professionals. Below, you'll find genuine feedback from attendees.
Tina K.
May 2, 2025
4.6 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
4.5 Stars
Do you have any other comments, questions or concerns?
no comment
Susan F.
April 30, 2025
3.2 / 5
Webinar Rating:
3.7 Stars
Speaker Rating:
2.5 Stars
Do you have any other comments, questions or concerns?
The webinar was quite informative. It was a good learning experience.
Danette W.
April 30, 2025
4.2 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
4.0 Stars
Do you have any other comments, questions or concerns?
Presenter was excellent, thank you for all the great information!
Carol M.
April 30, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
I truly enjoy these webinars, they are very informative, interactive and perfectly timed. They are great at refreshing information that I know, but I always learn something new. Awesome!
Wendy S.
April 30, 2025
4.6 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
4.0 Stars
Do you have any other comments, questions or concerns?
If this is the only training I attend all year, it made my subscription worth while! Excellent!
Susan J.
April 30, 2025
1.6 / 5
Webinar Rating:
1.7 Stars
Speaker Rating:
1.5 Stars
Do you have any other comments, questions or concerns?
Someone needed to fact check the data as it was presented incorrectly or missing. The slides were missing some details and should have been in order by effective date. Lots of confusion on information that was presented.
Michele L.
April 30, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
the slide were a good pre-meeting and a follow along. But for something like this a more detailed information packet would be most helpful to go back and reference --- this meeting had a ton of important information and the chances of remembering most of it is minimal
Yalonda M.
April 30, 2025
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
I do not have any comments regarding the webinar, but I would like to see useful templates available from Aurora.
Dean D.
April 30, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Only concern was there were legislative changes to the mandatory requirements for 2025 versus 2026, and the presenter did not have the most updated info.
Nancy R.
April 29, 2025
2.2 / 5
Webinar Rating:
2.3 Stars
Speaker Rating:
2.0 Stars
Do you have any other comments, questions or concerns?
This is the first webinar that I was disappointed with. I always look forward to Aurora webinars but the combination of the presenter lacking knowledge and the slides used in the presentation left me with many more questions. As I said this is the first time I am disappointed.
viewing 1 to 10 of 14
Frequently Asked Questions
The SECURE Act 2025 introduces a series of retirement plan provisions that directly impact payroll operations, requiring both system updates and process changes. Major payroll-relevant provisions include expanded mandatory auto-enrollment requirements for new retirement plans, updated catch-up contribution rules with new Roth treatment requirements for high earners, new eligibility rules requiring faster inclusion of long-term part-time employees in 401(k) plans, and employer matching for student loan payments that creates a new payroll deduction and contribution tracking obligation. Each of these provisions requires payroll teams to update deduction codes, contribution calculations, and eligibility tracking processes in their payroll and HRIS systems. Compliance timelines vary by provision, making careful implementation planning essential. Christine Stolpe, CPP, with 30 years of payroll expertise, breaks down each payroll-relevant SECURE Act 2025 provision in Aurora Training Advantage's The SECURE Act webinar, providing compliance checklists and practical implementation guidance for payroll professionals.
The SECURE Act 2025 significantly expands automatic enrollment requirements for employer-sponsored retirement plans. Under the new rules, most newly established 401(k) and 403(b) plans are required to include automatic enrollment at a minimum deferral rate, with automatic annual escalation of contribution rates up to a specified cap. This represents a meaningful shift from the prior framework, in which auto-enrollment was voluntary for employers. For payroll teams, auto-enrollment expansion requires configuring systems to automatically set up retirement contribution deductions for newly eligible employees, tracking opt-out elections, managing escalation schedules, and ensuring proper notification to employees about their enrollment status and rights. HR must also coordinate updated communications explaining default enrollment and opt-out procedures. Employers with existing plans established before the relevant effective date may be exempt, but should evaluate whether voluntary adoption serves their workforce. Christine Stolpe walks payroll professionals through the specific auto-enrollment implementation requirements in Aurora Training Advantage's SECURE Act webinar.
The SECURE Act 2025 introduces important changes to catch-up contribution rules for retirement plans that create both opportunity for older workers and compliance obligations for payroll teams. The most significant change is the requirement that catch-up contributions made by employees earning above a specified threshold—currently $145,000 in the prior year—must be made as Roth (after-tax) contributions rather than pre-tax traditional contributions. This Roth mandate applies to 401(k) plans and requires payroll systems to correctly identify eligible employees, route their catch-up amounts to Roth rather than traditional deferral buckets, and apply appropriate tax withholding. Additionally, the SECURE Act increases catch-up contribution limits for employees aged 60-63, creating a new age-banded contribution category for payroll tracking. Systems that cannot accommodate these distinctions need to be updated or supplemented with manual processes. Christine Stolpe, a certified payroll professional, addresses the specific system configuration and processing steps in Aurora Training Advantage's SECURE Act webinar.
The SECURE Act and its successor legislation significantly expanded retirement plan access for long-term part-time workers, addressing a gap that previously excluded many part-time employees from employer-sponsored retirement plans. Under the updated rules, employees who work at least 500 hours per year for two consecutive years—reduced from the prior three-year threshold—must be given the opportunity to make elective deferrals to the employer's 401(k) plan. This requires payroll and HR teams to implement robust hour-tracking systems that accurately capture all hours worked, identify when part-time employees cross the eligibility threshold, and trigger timely enrollment notifications. Vesting schedule considerations also apply to these employees. Organizations with significant part-time workforces—retailers, hospitality businesses, healthcare providers, and others—face the most substantial administrative impact. Failure to properly identify and enroll eligible part-time workers creates plan compliance risk and potential IRS penalties. Christine Stolpe addresses part-time eligibility tracking requirements in Aurora Training Advantage's SECURE Act webinar.
Complying with the SECURE Act 2025 requires payroll teams to undertake a systematic review and update of their systems, processes, and communications rather than a single one-time fix. The first step is a thorough gap analysis: mapping each new provision against current payroll system capabilities to identify where configuration changes, workarounds, or vendor updates are needed. System configuration updates typically include new deduction codes for expanded contribution types, Roth catch-up tracking for high earners, updated eligibility rules for part-time employees, and student loan match contribution processing. Process updates include revised payroll procedures for enrollment, escalation, and contribution adjustments, as well as updated reconciliation and audit steps. Employee communications must be revised to reflect new enrollment rights, default rates, and opt-out procedures. Testing updated configurations before go-live is critical to prevent payroll errors. Regular plan document amendments and coordination with plan administrators and record-keepers are also required. Christine Stolpe, CPP, provides implementation checklists and best practices for each of these steps in Aurora Training Advantage's SECURE Act webinar.