• Benefits Bulletin

    New Rules on Retirement Plan Duty to Recover Benefit Overpayments

    Andrew S. Williams
    4/25/23

    The Secure Act 2.0 involves many benefit-related matters including changes to the prior law. The relief offered by this act applies both to affected participants and their beneficiaries as well as the fiduciaries responsible for plan operations, including the employer which sponsors the plan; however, this is not blanket relief.

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