Be prepared for the year ahead
As 2025 winds down, the clock is ticking on one of the most significant retirement plan changes in recent years. The Roth catch-up contribution provision—part of the SECURE 2.0 Act—is set to take effect in 2026, and now is the time to prepare.
We understand that Roth rules can be complex and that every retirement plan is unique. That’s why we’re here to help you cut through the noise and focus on what matters most for your organization.
Our latest video explains the key updates of the final catch-up regulation, highlighting what’s changed and what remains the same compared to the proposed rule released earlier in 2025.
In this video learn how to get ahead of the curve and ensure your plan is ready for the year ahead.
Related items