SECURE Act 2.0: Key Provisions and Compliance Considerations for Plan Sponsors

Strafford

This CLE webinar will provide employee benefits counsel with an overview of the provisions of SECURE Act 2.0 (SECURE 2.0) that modify rules governing the design, implementation and administration of tax-qualified requirement plans. The panel will discuss key provisions of SECURE 2.0 relating to automatic enrollment, coverage of part-time employees, contribution limits, plan withdrawals and distributions, correction of plan errors, and participant notices. The panel will also discuss compliance challenges and next steps for plan sponsors.

Description

SECURE 2.0 contains provisions that modify the rules governing the design, implementation and administration of tax-qualified retirement plans. Key provisions of SECURE 2.0 address automatic enrollment, coverage of part-time employees, contribution limits, plan withdrawals and distributions, correction of plan errors, and participant notices.

Listen as our panel discusses the key provisions of SECURE 2.0 and compliance considerations for plan sponsors.

Outline

1. Overview and analysis of SECURE 2.0 provisions relating to plan coverage and contributions
2. Overview and analysis of SECURE 2.0 provisions relating to plan withdrawals and distributions
3. Overview and analysis of SECURE 2.0 provisions relating to plan corrections
4. Overview and analysis of SECURE 2.0 provisions relating to notice and disclosure requirements
5. Plan administration and compliance challenges
6. Forthcoming IRS and DOL guidance
7. Key considerations and next steps for plan sponsors

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