Retirement Plans, Solo 401(k) Plan and Secure Act 2.0
San Jose Chapter Virtual Meeting

Date/Time:

Thursday, July 16, 2026
5:00 PM to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Topic:

-Law Mandating a Retirement Plan for All & Secure Act 2.0
-Fees and Penalties for Employer
-Defined Contribution vs Defined Benefit Plans
-Solo 401(k) Plan
-Vesting
-Safe Harbor
-Employer Contribution Tax Credits
-RMD Requirement and Penalty Relief-Retirement Savings "Lost and Found"

Presenter:

Eric Petersen, MBA
Eric Petersen brings a qualified background to Hicks Pension Services. After receiving an M.B.A. from San Diego State University, Eric spent four years as a plan administrator. As an administrator Eric established himself as an expert in the intricacies of IRS tax code as it relates to qualified plans. He also has received accreditation from The National Institute for Pension Administrators.Since coming to Hicks Pension Services as a consultant, Eric has been directly involved in the design and installation of more than 5,800 qualified plans. Eric has been with Hicks Pension Services for 28 years.Eric is a regular guest speaker around the Bay Area. He has given his “Circle Talk” presentation to organizations such as The Northern California Human Resources Council, The Financial Planning Association (FPA), The International Association for Financial Planning (IAFP), The Southern Alameda County Life Underwriters Association, The National Association of Insurance and Financial Advisors (NAIFA) and The International Association of Registered Financial Consultants (IARFC).

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02295-26-O
CTEC: 1000-CE-05782

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by July 13, 2026
Member Registration Fee: $30
Non-Member Registration Fee: $60

Cost if registered after July 13, 2026
Member Registration Fee: $35
Non-Member Registration Fee: $65

Registration:

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.