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Correcting Retirement Plan Errors under SECURE 2.0

SECURE 2.0 was signed into law on December 29, 2022 making it important for plan sponsors and plan administrators to familiarize themselves with the new rules. The changes include correction of retirement plan overpayments and Expansion of EPCRS Self-Correction Program.
Correction Program Or Audit Correction Program To Cover Most Inadvertent Errors Audit Closing Agreement Program Correction Program Self Correction Program Plans Compliance Resolution System

SECURE 2.0 Delivers New Rules for Correcting Retirement Plan Errors | Proskauer - Employee Benefits & Executive Compensation Blog

As part of our ongoing series on SECURE 2.0, this post discusses three significant changes to corrections of common retirement plan errors: (1) New rules for correcting overpayments,...
Correction Program Or Audit Correction Program To Cover Most Inadvertent Errors Audit Closing Agreement Program Correction Program Executive Compensation Self Correction Program

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