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SECURE 2.0 Deep Dive – Mistakes Happen: Easier Corrections & Recoupment


Date: Wednesday, May 31, 2023
Time: 1:00 - 2:00 p.m. ET
Contact: Diane Weber, 513.352.6501, Diane.Weber@ThompsonHine.com

A complimentary webinar series presented by Thompson Hine LLP


Please join us for Session 3 of our SECURE 2.0 Deep Dive series.

Unintentional operational errors in retirement plans are practically inevitable in today’s increasingly complex administrative landscape. Thankfully, SECURE 2.0 can provide plan sponsors with some relief in correcting those errors. In this session, we will examine how SECURE 2.0 modifies the Employee Plans Compliance Resolution System (EPCRS), including those provisions relating to inadvertent errors, relief available to retirement plans with automatic enrollment features and modifications to the rules governing recoupment of overpayments.

Presenters:


We also invite you to join us for upcoming sessions in our SECURE 2.0 Deep Dive series. Our webinar series is designed to dynamically adapt each month to address the latest government guidance, burning questions and implementation challenges. In addition, we’ll share what we are hearing from clients, service providers, the government and other stakeholders while also providing our insights.

  • June 28: Rethinking the Match: Student Loan Repayments
  • July 26: More Paper, Less Paper: The Disclosure Provisions
  • August 30: Creating the Retirement/Emergency Savings Hybrid
  • September 27: Pension Plans Need Love, Too!
  • October 25: Portability: Will Auto-in Become the New Default?
  • November 29: Review & Preview: 2023 and 2024

NOTE: You must complete a separate registration form for each session you wish to attend. These topics are subject to change as needed to address additional guidance or developments.

SECURE 2.0 Deep Dive - Mistakes Happen: Easier Corrections & Recoupment

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