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2024 employee benefit plan sponsor deadlines, dates, and best practices

As employee benefit plan sponsors continue to work toward gaining compliance for their plans this year, we’ve developed a consolidated list of deadlines, best practices, contribution plan limits, and rolling notices for 2024. Keep track of your activities and actions to take throughout the year.

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Prepare for change: Impacts of the SECURE 2.0 Act

When Congress passed the Securing a Strong Retirement Act of 2022 (SECURE 2.0 Act), it heralded a host of changes and updates that affected both individual retirement plans and employer-sponsored retirement plans. See how the SECURE 2.0 Act affects catch-up contributions for employer-sponsored plans and what additional changes plan sponsors need to understand.

 

Get started: Recommendations for your first retirement plan audit

From your plan’s adoption agreement to new laws and regulations concerning employer-sponsored benefit plans, there are many things to organize and understand when preparing for an audit. Explore our recommendations for a successful audit, including how to be fully prepared and avoid common pitfalls.

 

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