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Director, Strategic Accounts and Channel Development July Business Services
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IRS Issues Proposed Regs Regarding Mandatory Auto-Enrollment Under SECURE 2.0
Kilpatrick Townsend 
[Guidance Overview] Mar. 3, 2025 "The proposed regulations clarify that a grandfathered plan will not lose its status as exempt from the mandatory automatic enrollment requirements simply because the plan is amended outside of the plan merger and spinoff context ... [T]he proposed regulations clarify that if an employer maintains a grandfathered plan and the plan then merges into a non-grandfathered MEP, the plan will retain its grandfathered status with respect to that employer." MORE >> |
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