Michelle Capezza was featured in Fiduciary News discussing the approaching SECURE 2.0 plan amendment deadline, highlighting the importance of ensuring plan documents accurately reflect required and optional provisions implemented in practice and remain consistent with plan operations.

Michelle said, "Plan sponsors and fiduciaries should ensure that the year-end plan amendment deadline is on their radar, that they are working closely with their plan service providers to resolve any questions regarding compliance, and to establish the calendar to meet upcoming deadlines."

Source

Fiduciary News