Wed, Feb 26
|Zoom
Ensuring Compliance and Mitigating Risks in Retirement Plan Management
This presentation will cover the latest in retirement plan management, focusing on compliance and risk mitigation. We’ll explore Roth contributions, their tax benefits, and the new SECURE 2.0 catch-up provisions for highly compensated employees, all with an emphasis on compliance and risk management
Time & Location
Feb 26, 2025, 12:00 PM – 1:15 PM CST
Zoom
About the event
This comprehensive presentation will address the latest in retirement plan management, focusing primarily on ensuring compliance and mitigating risks. We will delve into the nuances of Roth contributions, emphasizing their tax advantages and the new, mandatory catch-up provisions for highly compensated employees as mandated by SECURE 2.0. Each topic will be explored through the lens of maintaining compliance and managing associated risks.
Key discussions will also cover:
Emergency cash withdrawal accounts—Implementation under SECURE 2.0 and its implications for plan compliance
Governmental investigations and audits—Strategies to handle audits by the DOL and IRS effectively, including insights into the IRS’s EPCRS and the new anonymous presubmission conference program
Recent litigation trends—Understanding how current trends can impact your retirement plan strategies and the proactive measures needed to mitigate potential risks.
Key Takeaways: