Advanced Benefits - PSFT (MOSC)

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Secure 2.0 - Savings Plan Table Special Rollover section missing on the plan type/ben plan we use

in Advanced Benefits - PSFT (MOSC) 1 commentAnswered

Hi all - the plan type/benefit plan set up that we use is set to Specific at Employee Level and so the Special Rollover section is hidden. How would we handle the new Secure 2.0 requirements with our set up? Do we need to change to Specified at Plan Level? What sort of effect would that have downstream?

Thanks in advance!

Casey

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