The federal Secure 2.0 Act, enacted in 2022 and gradually phasing in, affects multiple areas of your HCM compliance, including W-2 reporting, employer matching contributions, and auto-enrolling employees starting in 2025.

Join Viventium’s veteran compliance expert, Yonina F. Shineweather, CPA, to secure your insight and understanding:

• Have you been properly reporting Roth SIMPLE and Roth SEP plans on your employees’ W-2s?
• What’s changing about the tax treatment of employer matching contributions?
• When can student loan repayments be matched by employer contributions to retirement plans?
• How can you use de minimis incentives to encourage employee retirement saving?
• What is Savers’ Match, and when will it start?
• Who is covered by the 2025 auto-enrollment mandate – and who is exempt?