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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