Join us for our annual spring update, where we provide crucial updates and reminders for benefit plan sponsors. This year, we’ll delve into SECURE 2.0 changes that are already in effect, SECURE 2.0 changes plan sponsors should be preparing for in upcoming years, and how the changes may impact your benefit plan audit. Our experts will also offer an overview of current market dynamics, the benefits and challenges of benchmarking, and other topics to discuss with your investment consultant. Finally, we’ll cover the potential for certain investments to generate unrelated business income tax and guide you through the investment pros and cons, along with applicable tax requirements.
Join us for an in-depth and comprehensive update tailored specifically for benefit plan sponsors.
Learning objectives:
- Develop an understanding of the optional or required SECURE 2.0 changes in effect for your benefit plan audit.
- Hear an overview of the market and its impact on investment performance.
- Identify whether your plan has unrelated business income tax and the necessary reporting requirements.
