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2025 End-of-Year Plan Sponsor 'To Do' List: Qualified Retirement Plans
Snell & Wilmer Link to more items from this source
[Guidance Overview]
Dec. 4, 2025

"With year-end approaching, employers should consider reviewing their key administrative, operational and compliance responsibilities for their qualified retirement plans. Year-end is an ideal opportunity for employers to confirm that they have adopted required amendments, that their operational processes are up to date, particularly in light of the ongoing implementation of the [SECURE Act] and the SECURE 2.0 Act ... and that contributions, testing and participant communications are on track. An employer's thoughtful review now can help prevent future compliance issues and ensure that qualified retirement plans continue to operate in the best interests of participants heading into 2026."  MORE >>

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