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SECURE 2.0: Long-Term Part-Time RegulationsTRA [The Retirement Advantage] |
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Mar. 26, 2025 On-Demand Webinar |
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The Long-Term Part-Time Employee (LTPTE) rules can create significant compliance challenges for plan sponsors and service providers who are unaware of scope and implications of these requirements. This presentation highlights the nuances of these rules and how they impact eligibility, vesting, compliance testing, audits and Form 5500 filings. Multiple examples will illustrate the day-to-day impact of these rules and how plan design considerations can mitigate their overall impact. Learning Objectives
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