With 2025 underway, employers and their benefits teams are once again facing a laundry list of priorities to ensure that their employee benefits plans (EBPs) are well-maintained, and more importantly, that their plans meet regulatory expectations.
When benefit advisors and HR professionals conduct an employee benefit plan audit, they should focus on several key aspects to ensure compliance, accuracy and completeness.
Here are several key items that need to be kept in mind for businesses and their benefits teams as they look to meet SECURE Act 2.0 compliance demands.