102 - Small Plans: SECURE 2.0 Plan Administration and Plan Amendments

The implementation of SECURE 2.0 continues to present important administrative and compliance challenges for sponsors of small retirement plans and their advisors. Panelists provide a practical update on the latest plan administration requirements, including operational changes, required and optional provisions, and key implementation deadlines. Speakers also address plan amendment requirements, common compliance pitfalls, and strategies for coordinating with plan sponsors, third-party administrators, and legal counsel to ensure plans remain compliant while taking advantage of the flexibility offered by SECURE 2.0.

Speakers:

Kevin Joseph Donovan

Pinnacle Plan Design, LLC

Lance Paul Roteman

National Professional Planning Group

Mr. James E. Holland, Jr.

Cheiron, Inc.

Credits:

CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: EA Non-Core Credit: 0.75 EA Formal Credit: 1.50