SECURE 2.0 Plan Amendment Guide (DC vs DB) | What Employers Need to Know скачать в хорошем качестве

SECURE 2.0 Plan Amendment Guide (DC vs DB) | What Employers Need to Know

This video is an information-only overview of common SECURE 2.0 amendment topics for retirement plans. Your plan may include only some items (many provisions are optional and depend on your plan document selections, effective dates, and provider capabilities). ✅ Interactive SECURE 2.0 Guide (DC vs DB + searchable topics): https://www.pensionnetwork.net/secure... Topics covered may include (depending on plan type): • Long-Term Part-Time Employees (LTPT) • Required Minimum Distributions (RMD) updates + Roth-related changes • Roth catch-up rules for certain higher earners • Hardship distributions (self-certification rules) • Qualified Student Loan Payments (QSLP) • Emergency distribution provisions and other special distribution rules • Disaster-related loan/distribution provisions • Other plan administration and payroll/compensation considerations • DB/Cash Balance plan items (e.g., interest crediting rate limitations, RMD definitions) 📅 Questions about what applies to your plan? Visit: https://www.pensionnetwork.net/contact Important: This content is general information and is not legal or tax advice. Please consult your legal/tax advisors for guidance on your specific situation.