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Is Your 401k Auto-Enrollment Success Story Incomplete?

Michelle Capezza was quoted in a Fiduciary News article discussing the role of automatic enrollment and escalation features in retirement plans and the impact of the SECURE 2.0 Act on plan design.

Michelle said, “"When proposed regulations were issued in January 2025, plan sponsors sought to confirm whether their plans, and their various scenarios, met the requirements to be grandfathered from these rules, and final regulations are anticipated this year which will enable plan sponsors to confirm the answers to their questions.”

Source

Fiduciary News