Resources
Reference Files
These are three reference files that provide some general information that plan sponsors and advisors should be aware of to remain compliant. Please call us if you have any questions on this information.
SECURE 2.0: Long Term Part-Time Employees and More
The SECURE Acts have added many new rules to pension plan administration. Here we will collect our direct communications regarding plan changes due to these rules. While information is as correct and thorough as possible when produced, because these rules are still being created as they are being required to be implemented, later communications might contradict earlier items. Also, see the Newsletters section of our website for more information.
- November 25, 2024 Update: Supplemental Catchup (2025) and Roth catchup for high earners (2026)
- September 5, 2023 Update regarding Roth catchup delay
- July 31, 2023 Update (including Long Term, Part-Time Employees)
Special Action Items
New regulations will sometimes require optional changes to your plan. When that happens, we will send you an explanation of your options and also post it here for reference. These are one-time forms, only required at the time of the change in regulations. Please call us if you have any questions on this information.
- 2020 CARES Act – Plan Options
- CARES Act Loan Reamortizations – Review Needed
- CARES Act Expanded Definitions (July 2020)
Notes from CPC
New regulations will sometimes require optional changes to your plan. When that happens, we will send you an explanation of your options and also post it here for reference. These are one-time forms, only required at the time of the change in regulations. Please call us if you have any questions on this information.