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SECURE a Successful 2025 benefit plan audit

Sikich

Nov 11 2025

1 min read

This on-demand webinar breaks down the latest SECURE 2.0 updates and what they mean for plan sponsors and employee benefit plan audits. Our specialists discuss the new Roth catch-up contribution rules, common audit pitfalls and strategies to improve efficiency and data accuracy. Hear practical insights and peer perspectives on how to prepare your organization for the 2026 changes and strengthen compliance processes.

Top recap, we covered:
• Key SECURE 2.0 updates, including the upcoming Roth catch-up requirement and what plan sponsors should do now.
• Common audit pitfalls and practical ways to improve efficiency across HR, payroll, and finance.
• The role of accurate census data in driving audit quality and compliance.
• Insights from a peer organization on creating a smoother, more collaborative audit process.

Takeaway: Early planning and clean data are essential for turning SECURE 2.0 compliance into an opportunity to strengthen your audit process.

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About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 