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What SECURE Act 2.0 changes mean for your 401(k) plan audit in 2025

What SECURE Act 2.0 changes mean for your 401(k) plan audit in 2025

by cpaadmin | Mar 15, 2025 | Regulations & Policies, SECURE Act

The big SECURE Act 2.0 changes mandated for 401(k) plans are still rolling out—and 2025 is no exception. So, with new rules around auto-enrollment, catch-up contributions, and long-term part-time employee eligibility, as a plan sponsor, you’ll need to be prepared to...
Annual 401(k) plan notices are due December 2. Are you ready?

Annual 401(k) plan notices are due December 2. Are you ready?

by cpaadmin | Oct 15, 2024 | 401k Auto-Enrollment, 401k Communication, 401k Compliance, Employee Addition, Regulations & Policies, Safe Harbor 401(k)

Autumn is well underway, and with it comes those seasonal tasks: Hire the neighborhood kid to rake fallen leaves… Check. Stock up on candy for Halloween trick-or-treaters… Check. Put together this year’s annual 401(k) plan notices…   Check?! Consider this a gentle...

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