PTE 2020-02: The Remaining Steps: Retrospective Review and Correction of Compliance Failures (Part 1)
Key Takeaways The next step in compliance with the DOL’s PTE 2020-02 is to conduct the annual retrospective review for 2022 and to reduce the review to a written report to be signed by a “senior executive officer.” The review and report must be completed within 6 months after the
January 5, 2023