Browsing Tag
Catch-Up Contribution
34 posts
2027 401(k) Contribution Limit Projected at $25,000
Milliman forecasts a modest $500 increase to next year’s employee elective deferral limit
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
New Vanguard analysis finds more than 9 in 10 plans have implemented the higher catch-up limit
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
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
$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
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
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
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
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
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