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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About this listen
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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.