Preparing Your Plan for New Secure Act 2.0 Provisions
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Preparing Your Plan for New Secure Act 2.0 Provisions
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Narrated by:
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Written by:
Topics discussed in this episode include:
- Key upcoming provisions and their effective dates
- Strategies for evaluating and implementing plan changes
- Why documentation is so important for compliance
- How to prepare for plan amendments by the end of 2026
- Education and communication strategies for plan participants
Episode resources:
- Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
- Learn more about the Anders 401(k) process and pricing.
- Request a 401(k) audit consultation
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