Preparing Your Plan for New Secure Act 2.0 Provisions Podcast By  cover art

Preparing Your Plan for New Secure Act 2.0 Provisions

Preparing Your Plan for New Secure Act 2.0 Provisions

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About this listen

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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