HR's Year-End Retirement Plan Checklist

Event Overview Significant SECURE 2.0 provisions will take effect on January 1, 2026. This session will provide HR and business leaders with the knowledge and tools needed to ensure retirement plan compliance, prepare for audits, and effectively communicate upcoming changes to employees. Participants will also gain insights into strategies for strengthening retirement plans to support recruiting, retention, and employee financial wellness.

Learning Objectives

• Understand the key SECURE 2.0 provisions effective in 2026 and the compliance steps HR teams should take now.

• Prepare for a retirement plan audit with proactive documentation and best practices.

• Communicate plan changes in ways that build trust, reduce confusion, and improve employee engagement.

• Explore opportunities to enhance your retirement plan in 2026 to better support organizational goals and employee well-being.