Friday HR Briefing: Deadline Approaching for Federal SECURE Act Compliance

Description

* In Person *

SECURE Act 1.0 and 2.0 ushered in a host of changes to tax-favored retirement plans. These changes impact two important aspects - participation in a plan and the flow of money to/from a plan. Employers have until end of 2026 to update plan documents. Employers also need to be aware of the mandatory and optional amendments. Join us as Marc Aspis, Special Counsel at Phillips Lytle LLP, reviews employer requirements to help ensure compliance by the deadline.

Some of the changes include:
- Mandatory Roth Catch-Up Contributions
- Catch-Up and Super Catch-up Contribution Limits
- December 31, 2026 Plan Amendment Deadline
- Self-Certification for Hardships

This complimentary meeting is open to Greater Rochester Chamber of Commerce members only.