This 401(k) Change Could Impact How You Make Catch-Up Contributions

High earners aged 50 and over will face new rules requiring 401(k) catch-up contributions in 2026. These contributions must ...

IRS rules now say 401(k) catch-ups for high earners have to be in a Roth. Is it still worth it?

Will workers earning more than $145,000 want to put those retirement contributions in a posttax Roth account? Their answer ...

New IRS Start Date for Mandatory Roth Catch-Up Contributions

The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans.
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The New Roth Catch-Up Contribution Regulations: What You Need to Know

The IRS and the Department of the Treasury have unveiled final regulations under the SECURE 2.0 Act, focusing on Roth ...

Treasury, IRS finalize rule for 401(k) catch-up contributions. What it means for higher earners

The IRS and Treasury finalized a Secure 2.0 rule for catch-up contributions for 401(k) and other plans. Here are the key ...
American Society of Pension Professionals & Actuaries

What’s the Actual Effective Date for Roth Catch-Up Contributions?

Stakeholders in the retirement plan industry have been working on compliance processes to implement mandatory Roth catch-up contributions. Now, the much-anticipated final regulations have been ...