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Securian Financial Group
(Remote / Saint Paul MN / Hybrid)

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Regional Sales Director

Independent Retirement
(Remote)

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Mergers & Acquisition Specialist

Compass
(Remote / Stratham NH / Hybrid)

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Actuary

The Pension Source
(Remote / Stuart FL / Abilene TX / Nashville TN)

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Plan Administration Analyst

EPIC RPS
(Remote)

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Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

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Plan Manager

Automotive Industries Trust Funds
(Dublin CA / Hybrid)

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Plan Administrator

Stones River Consulting
(Remote / TN)

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Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

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Senior Client Success Manager

Independent Retirement
(Remote)

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Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

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Consulting Actuary

Daybright Financial
(Remote)

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Team Leader

Nova 401(k) Associates
(Remote)

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Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

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Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

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Internal Sales Consultant

Pentegra
(Remote / Putnam Valley NY)

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Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

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Relationship Manager

Daybright Financial
(Remote)

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Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

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Senior Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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Webinars
and Podcasts
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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

SECURE 2.0: Amending and Restating Plan Documents

ASPPA [American Society of Pension Professionals & Actuaries]

Dec. 12, 2024
On-Demand
Webinar

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

More Information, How to Register