Deadlines for the CARES Act, SECURE 1.0 and 2.0 Acts
As of March 2024
Fidelity will send a good faith amendment to plan sponsors using Fidelity’s Preapproved Plan Document before the deadline with applicable instructions. Fidelity will also provide content for plan sponsors to consider using to satisfy their Summary Plan Description–related disclosure obligations.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Approved for use in Advisor and 401(k) markets. Firm review may apply.
For plan sponsor and investment professional use only.
Fidelity Investments Institutional Operations Company LLC, 245 Summer Street, Boston, MA 02210
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