Viewpoints by Shelly Dean-Shaw, at John Hancock Retirement

Shelly assists clients with plan design, mergers and acquisitions, and ensuring that plans comply with ERISA, IRS, and Department of Labor requirements. She joined our organization in 1993 and has more than 30 years' experience in benefits administration, including recordkeeping, new plan implementation, and consulting.
Shelly earned a B.A. with a dual major in Spanish and Political Science from the University of Kansas. In addition, she maintains the Qualified 401(k) Administrator credential from the American Society of Pension Professionals and Actuaries.
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What are the long-term part-time rules under SECURE and SECURE 2.0?
The SECURE Act of 2019 contains a provision regarding long-term part-time employees that plans will need to consider this year, and the SECURE 2.0 Act of 2022 modified the rule. We’ll help you sort through what it all means for your plan.
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