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Alston & Bird says it published a retirement plan year-end amendment advisory
Alston & Bird said it published an advisory by Kyle R. Woods and Dakota Sneed on retirement plan amendments and year-end action items for 2026. The firm’s employee benefits group discussed documentation of legislative changes, coordination with recordkeepers and plan providers, and reviews of plan terms and administration.
Key points
- Alston & Bird discussed amendments implementing the CARES Act, SECURE Act and SECURE 2.0.Alston & Bird
- The firm distinguished preapproved plans from individually designed plans.Alston & Bird
- Alston & Bird examined mandatory Roth treatment of certain catch-up contributions.Alston & Bird
- The firm recommended reviewing forfeiture provisions, claims procedures, arbitration and beneficiary rules.Alston & Bird