Treasury's proposed regulations provide the first detailed framework for employer-sponsored Trump Account programs, introducing new requirements around account verification, trustee connectivity, payroll integration, compliance testing, and reporting.
Join Alight's benefits and regulatory experts as they break down the latest guidance, explain the operational implications for employers, and share what organizations should be doing now to prepare.
What You'll Learn:
- Key provisions included in Treasury's proposed regulations
- The impact of the "any trustee" requirement on administration
- Account verification and eligibility challenges employers may face
- New nondiscrimination testing and compliance requirements
- Cafeteria plan integration opportunities and considerations
- Critical questions benefits leaders should be asking now
Trump Accounts represent more than a new savings benefit. They introduce new operational requirements across payroll, benefits administration, compliance, recordkeeping, and participant experience.
This session will help you:
✔ Understand the proposed regulations
✔ Prepare for potential administrative challenges
✔ Identify implementation considerations early
✔ Develop a strategy for scalable program administration
This webinar is designed for:
- Benefits Leaders
- Total Rewards Executives
- HR Leaders
- Payroll Administrators
- Compliance Professionals
- Benefits Operations Teams
