P-052911: Secure Act 2.0

This session was presented at INFOCUS 2026.

My session will be a chance for the HCM attendees to discuss the Secure Act 2.0 solutions that we have put in place in the JDE software. This has been an ongoing topic in our SIG meetings for the past 2 years. Each JDE customer seems to have found their own unique solution. It would be valuable for all of us to have an opportunity to discuss these solutions as a group. Session abstract: This session will be a working session to discuss Secure Act 2.0. We have all had to comply with this legislation and have approached it differently due to some hurdles with the software. Many 401K vendors are approaching this differently as well which has added a higher degree of difficulty to find the best solution. Let’s get together and have a working session to discuss the pros and cons of the various ways to set this up. I will share our setup and what is working and not working for us. I’d love to hear other ways to set this up and their pros and cons. We will also discuss the Super Catch Up, the mandatory Roth Catch UP and progress on the software fixes. If you have setup questions, bring your setup and your setup questions and we can share our knowledge!

This session is eligible for the following CPE certification: NASBA

Speakers: Buffy Dorpinghaus, Heidelberg Materials