Guidance on Overpayments

Plan sponsors have additional flexibility to self-correct overpayments.

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.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.