December 31, 2026 isn't as far away as it feels—and the SECURE Act and SECURE 2.0 amendments your ESOP clients adopt now will impact plan administration for years to come. This isn't just about compliance; it's about making smart, strategic choices that align with each sponsor's goals and operational reality.
This session cuts through the regulatory noise to focus on what matters most for ESOP practitioners. You'll gain clarity on which amendment options truly make sense for employee-owned companies, how different choices affect ongoing administration, and what your TPA and legal counsel peers are recommending across the industry. When you understand the full landscape, you can guide clients with confidence and collaborate more effectively with your service provider team.
Don't let the 2026 deadline sneak up on your clients. Position yourself as the service provider who sees around corners—helping sponsors make thoughtful amendment decisions today that prevent headaches tomorrow.
Learning objectives:
- Define the Secure Act amendments
- Describe the options related to these amendments
- Review industry thoughts and best practices
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