Long-term part-time 401(k) resource center

Long-term part-time workers may be eligible to participate in a 401(k) plan

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Long-term, part-time 401(k) guide for plan sponsors
An overview guide with a detailed analysis of key changes

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Long-term, part-time employees may now be eligible to participate in your 401(k)
July 2024

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IRS Issues Proposed Regulations on the Long-term, Part-time Employee Requirements
December 2023

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Long-term, Part-time Employee Rule – Impact of Employee Exclusions
Updated December 2023

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Implementation of the Long-Term, Part-Time Rule
August 2023

Approved for use in Advisor and 401(k) markets. Firm review may apply.
For plan sponsor and investment professional use only.

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