SECURE 2.0 Roth Deadline Tops Year-End Action Item List, PLANSPONSER

Partner Elizabeth Goldberg and associate Rachel Mann were quoted in PLANSPONSER discussing key year-end priorities for plan sponsors including addressing the mandatory Roth catch-up provision of the SECURE 2.0 Act.

Elizabeth noted that “‘Rothification’ is the No. 1 plan administration item she has heard industry insiders say ‘keeps them up at night.’” Rachel added that “plan sponsors should inventory any non-SECURE 2.0-related mid-year operational changes” and “maintain documentation supporting that those changes were ‘participant-friendly’ and ‘properly communicated.’”

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