As part of our commitment to deliver industry insights to assist you, we are delighted to provide the latest installment of our plan sponsor newsletter which been posted to our website and can be accessed using this link “MVP Plan Sponsor Newsletter Q2 2024”.  This edition provides a summary of current retirement plan legislation initiatives being considered by Congress as well as some best practice for evaluating the clarifications contained in the SECURE 2.0 Grab Bag Notices that was issued earlier this year.     

Also included in this addition is a recap of the Automatic Enrollment mandate provisions that were included in SECURE 2.0 and become effective with the 2025 plan year. 

We welcome you to our newest edition.  Please feel free to contact us for additional information on any or all of these topics.