SECURE 2.0: Amending and Restating Plan Documents

ASPPA [American Society of Pension Professionals & Actuaries]

Join us for an informative session designed to help retirement plan professionals navigate the complexities of amending plan documents for SECURE 2.0 provisions. We will discuss the specific amendments that may be required and highlight important compliance considerations when amending plan documents, including deadlines for implementation and communication requirements for plan participants. We will share best practices and practical tips for efficiently implementing plan document amendments, including strategies for engaging with plan sponsors and their legal counsel.

Learning Objectives:

• Discuss the amendments that may be required for retirement plan documents to comply with SECURE 2.0 provisions.
• Identify deadlines for amending plan documents and required participant communications.
• Share best practices for navigating the amendment process and ensuring ongoing compliance with regulatory requirements

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