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DOL Provides Interim Relief on SECURE 2.0 Paper Statement Rules While Final Regs Remain Pending
Trucker Huss
[Guidance Overview] May 29, 2026 "Although the Proposed Rule is framed as a relatively narrow set of amendments implementing SECURE 2.0, it could require meaningful operational adjustments for plan sponsors and service providers ... The Proposed Rule also may create incentives for some employers to reconsider which safe harbor they use. In particular, the DOL requested comments on whether plans may shift from the 2020 notice-and-access framework back to the 2002 wired-at-work Safe Harbor for active employees in light of the new paper statement requirements." MORE >> |
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