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PTE 2020-02: Retrospective Review and Correction of Compliance Failures, Part 1
FredReish.com Link to more items from this source
[Guidance Overview]
Jan. 6, 2023

"The next step in compliance with the DOL's PTE 2020-02 is to conduct the annual retrospective review for 2022 and to reduce the review to a written report to be signed by a 'senior executive officer.' The review and report must be completed within 6 months after the end of the year.... To avoid prohibited transaction consequences, [any] failures must be corrected within 90 days of discovery and reported to the DOL within 30 days of correction."

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