2024 Long Term Part Time Employees - Are You Prepared

Описание к видео 2024 Long Term Part Time Employees - Are You Prepared

Participation by long-term part-time employees will significantly impact plan design and administration in the years ahead with the first participants entering plans in 2024. Plan sponsors should already be collecting data and planning compliance strategies. Plan amendments will generally be required by the end of the 2025 plan year and will need to memorialize the plan’s operational compliance. Learn about these new rules and be prepared. Topics to be covered include:

• Eligibility, Nondiscrimination and Top-Heavy Testing;
• Plan Design Alternatives;
• Changes Made by SECURE 2.0; and
• Form 5500 Concerns.

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