Retrospective Review - What You Need to Know for PTE 2020-02 Compliance

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As the compliance deadline approaches, understanding the scope, process, and documentation needed for the Retrospective Review is essential to maintaining compliance and avoiding enforcement risk. Whether you're finalizing your review process or just starting to prepare, this session provides practical insights and expert guidance.

What You’ll Learn:

• What the Retrospective Review is and why it's required under PTE 2020-02

• Key compliance deadlines and timing requirements

• Common pitfalls and how to avoid them

• What the Department of Labor expects in your review and report

• Discover the questions your peers are asking and get answers from a top ERISA legal expert

Featured Speaker: Jason Roberts, ESQ., CEO of Pension Resource Institute & Partner at Fiduciary Law Center & Group Plan Systems

View presentation deck.

If you have any questions about this event or how it applies to your organization, feel free to reach out to us at info@pension-resources.com or 913.236.9841.