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SECURE 2.0

Guidance on Overpayments

msq-tags:authors/irica-solomon,msq-tags:authors/erica-mcfarquhar
2025-02-13T00:00:00.000Z
3 min

Summary

Plan sponsors have additional flexibility to self-correct overpayments.

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Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on Feb. 13, 2025.

Meet the Experts

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