Plan Sponsor’s Handbook to the SECURE Act 2.0
Secure Act 2.0 Yearly Task List for Plan Sponsors
This three-page handout provides a guide for sponsors of calendar year plans, outlining key provisions and tasks to consider for 2023-2027. It organizes topics by year, aligning with the effective dates of various SECURE Act 2.0 provisions.
To ensure timely and effective planning, sponsors should ideally begin preparing for the upcoming year’s tasks in the latter half of the current year, if not sooner. This approach will help in staying ahead of changes and maintaining compliance with the evolving requirements of the SECURE Act 2.0.