Navigating SECURE 2.0: The Spousal Exception Controlled Group Rules and Their Impact on Plan Design and Administration

American Society of Enrolled Actuaries [ASEA]

The SECURE 2.0 Act introduced significant changes to controlled group rules, particularly the new spousal exception provisions. This session will delve into how these changes affect the design and administration of both existing and newly established retirement plans. Attendees will gain a clear understanding of the spousal exception rules, explore their practical implications on plan compliance, and learn strategies for adapting plan design to align with the new regulations while meeting business objectives.

Interpret the spousal exception controlled group rules introduced by SECURE 2.0 and understand their implications for retirement plan compliance.

Evaluate the impact of these rules on the design and administration of existing plans to ensure alignment with regulatory requirements.

Develop strategies for incorporating the spousal exception provisions into new plan designs to optimize compliance and meet organizational goals.

More Information, How to Register