Browsing Tag
Catch-Up Contribution
32 posts
IRS Announces 2026 401(k) Contribution Limit Increases to $24,500; IRA Limit Up to $7,500
Full official retirement plan contribution limits for next year released today in Notice 2025-67
November 13, 2025
A Playbook on IRS Final Regulations for Roth Catch-Up Contribution Requirements Under SECURE 2.0
The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes
October 10, 2025
$1K Boost Projected for 2026 401(k) Employee Contribution Limit
While employee cap expected to go from $23,500 to $24,500, forecasters say maximum annual addition for DC plans could increase to $72,000 or $73,000 based on final month of CPI data
September 23, 2025
New SPARK Guide Helps DC Plans Navigate SECURE 2.0 Roth Catch-Up Rules
“Best Practice” guide aligned with just-released IRS/Treasury final regulations
September 18, 2025
IRS, Treasury Dept. Release Final Regulation for Roth Catch-Up Contributions
The final rule considers comments received in response to proposed regulations issued by the IRS and the Treasury Department in January
September 15, 2025
NAGDCA Requests Extra Timing on SECURE 2.0 Catch-Up Contributions
The organization calls for additional implementation timing for governmental plans, noting how collectively bargained plans had received more time
August 21, 2025
Ascending SECURE 2.0: Catch-Up Contributions
Reaching summit of the landmark law’s changes made more challenging by two big looming provisions, say contributors Sydney Aeschlimann and Robert Stebbins
May 16, 2025
Roth Catch-Up Contributions: Navigating the SECURE 2.0 Delay to 2026
In their latest installment on SECURE 2.0 provisions, industry experts Christina Tunison and Theresa Conti navigate transitioning catch-up contributions to Roth accounts
May 12, 2025
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
April 18, 2025
SECURE 2.0 Provisions Remain a Top Priority for Plan Sponsors
MFS’ Retirement Outlook 2025 reveals key themes for 2025, including risk of a “no-landing scenario”
January 22, 2025