Sign up to save your podcasts
Or
Share Preparing Your Plan for New Secure Act 2.0 Provisions
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Preparing Your Plan for New Secure Act 2.0 Provisions
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
View all episodes
By Summit CPA Group , Anders CPAs + Advisors
3
44 ratings
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