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Professionals collaborating on retirement plans in an office.

The SECURE Act 2.0 has brought sweeping changes to retirement plans, especially in how overpayments are handled. If you’re scratching your head about what this means for you or your organization, you’re not alone. Plan sponsors, fiduciaries, and participants alike are navigating new rules and responsibilities. Overpayments happen more often than you’d think, and the …

Navigating the SECURE Act 2.0: Strategies to Address Retirement Plan Overpayments Read More »