Compliance August 21st, 2025 Treasury Department, IRS Asked to Push Back Secure 2.0 Plan for Roth Catch-Ups A provision of the SECURE 2.0 Act of 2022 that affects government plans has been delayed from taking effect since...
Compliance February 14th, 2025 Answering Questions About SECURE 2.0 Catch-Up Provisions Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to 63 catch-up...
Compliance August 29th, 2024 SPARK Meeting Addresses Roth Catch-Up Preparedness Committee lays out recordkeeper and payroll provider workflow for the pending SECURE 2.0 Roth catch-up mandates.