"Employers, recordkeepers, payroll providers, consultants, and legal counsel will need to work closely in conjunction to implement and ensure plans are operating in compliance with the SECURE Act changes, and plan sponsors will need to educate and inform plan participants regarding these changes. Certain provisions may require manual workarounds as some service providers may not have an automated platform available or still need to update software programs to accommodate the changes. It is important that service providers have an operational checklist to assist plan sponsors in documenting and tracking elections until the plan amendment is signed."

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