• Preparing Your Plan for New Secure Act 2.0 Provisions

  • Dec 30 2024
  • Length: 42 mins
  • Podcast

Preparing Your Plan for New Secure Act 2.0 Provisions

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  • Summary

  • 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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