More Discretion, More Documentation: Recovering Overpayments Under Secure 2.0
By EsqSocial Corporation 18/04/25
Under SECURE 2.0, plan sponsors were granted discretion to determine whether or not the plan would recoup "inadvertent benefit overpayments." However, SECURE 2.0, did not define the term, leaving implementation of the new provision unclear for plan sponsors....
By: Bricker Graydon LLP