LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
January 26 @ 1:00 pm - 2:00 pm
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps.
Webinar Details
Topic: LTPT Eligibility Under SECURE Act
Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
Date: Monday, January 26, 2026
Time: 1:00pm ET
The session will cover:
- The definition of which employees qualify under the LTPT definition
- Walk through the dates and counting periods you need to understand
- Practical actions to update payroll coordination, enrollment steps, and investment committee processes
We encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team.