Secure 2.0 Corrections - EPCRS/Overpayments

This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. Join Sherrie Boutwell and Deborah Fabricant as they guide you through

• Secure 2.0 changes to correct plan errors under EPCRS; and

• Secure 2.0 new rules that change the if, how, and when of plan fiduciaries’ correction of overpayments.

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Handout Material:

Help! I Found a Mistake in my Employee Benefit Plan!