New Employee Benefit Plan Requirements to Be Aware of for 2025

With employee benefit plan audit season on the horizon, plan sponsors should prepare accordingly, as several provisions of the Setting Every Community Up for Retirement Act of 2022( SECURE Act 2.0) went into effect beginning Jan. 1, 2025.

Key Changes

The following is an overview of changes to be aware of to ensure your plans are in compliance with the SECURE Act 2.0 as well as with Employee Retirement Income Security Act of 1974( ERISA).

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