ERISA Connection: Preparing Plans for Auto-Enrollment
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
ERISA Connection: IRS Issues “Grab-Bag” of Guidance for SECURE 2.0
In this ERISA Connection article for retirement plan sponsors and their financial advisors, you'll find information about the delayed amendment deadline and mandatory automatic enrollment for CODAs.
Definiti Defaults: How We’re Addressing SECURE 2.0 Plan Provisions
SECURE 2.0 included 90+ provisions that could have an impact on your plan. Definiti has carefully reviewed all the provisions, and we’re making recommendations on how you may want to amend your plan to adopt the new optional provisions.
Enrolling Long-Term Part-Time Employees
Long-term part-time employees who weren’t previously eligible may now have an opportunity to make salary deferral contributions to your plan.
