News & Analysis as of

SECURE Act › Overpayment › Recoupment

Jackson Lewis P.C.

IRS Interim Guidance Under Secure 2.0 On “Inadvertent Benefit Overpayments”

Jackson Lewis P.C. on

Among the provisions of SECURE 2.0 (effective December 29, 2022) welcomed by plan sponsors were the additions to the Internal Revenue Code that allow qualified plans to refrain from trying to recoup an “inadvertent benefit...more

Holland & Hart - The Benefits Dial

Simply Irresistible…To Not Seek Recoupment of Overpayments

Holland & Hart - The Benefits Dial on

by Lyn Domenick Many retirement plan errors are inadvertent and involve small dollar amounts. However, the work involved in correcting such errors can be time consuming and burdensome. Fortunately, SECURE 2.0 provides that...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

SECURE 2.0: Oops! So the Employer-Sponsored Retirement Plan Overpaid?

Ogletree, Deakins, Nash, Smoak & Stewart,... on

SECURE 2.0 may cause some insecurity. However, the law’s changes to the treatment of overpayments from employer-sponsored retirement plans may replace that insecurity with relief....more

Fox Rothschild LLP

Correcting Retirement Plan Overpayments: Relief and Restrictions From SECURE 2.0

Fox Rothschild LLP on

The Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022, includes numerous provisions impacting retirement savings plans, which are collectively referred to as SECURE 2.0. SECURE 2.0...more

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