• Preparing Your Plan for New Secure Act 2.0 Provisions

  • 2024/12/30
  • 再生時間： 42 分
  • ポッドキャスト

Preparing Your Plan for New Secure Act 2.0 Provisions

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  • サマリー

  • Topics discussed in this episode include:

    • Key upcoming provisions and their effective dates
    • Strategies for evaluating and implementing plan changes
    • Why documentation is so important for compliance
    • How to prepare for plan amendments by the end of 2026
    • Education and communication strategies for plan participants

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
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あらすじ・解説

Topics discussed in this episode include:

  • Key upcoming provisions and their effective dates
  • Strategies for evaluating and implementing plan changes
  • Why documentation is so important for compliance
  • How to prepare for plan amendments by the end of 2026
  • Education and communication strategies for plan participants

Episode resources:

  • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
  • Learn more about the Anders 401(k) process and pricing.
  • Request a 401(k) audit consultation
続きを読む 一部表示
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