Browsing Tag
Catch-Up Contribution
26 posts
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
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
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”
IRS, Treasury Department Release Proposals on Catch-Up Contributions and Auto Enroll
The proposed guidance comes as a surprise, as many of the provisions were already enacted on Jan. 1
IRS Gives 2025 401(k) Contribution Limit a $500 Boost
Official announcement today confirms forecasts that individuals will be able to contribute $23,500 next year
2025 401(k) Contribution Limits: Milliman Halves its Increase Prediction
Final forecast before official limits announced by IRS now predicted at $500 and $1,000 increases for individual and combined DC plan contributions
2025 401(k) Contribution Limit Forecast: $1,000 Increase on Tap?
Milliman’s latest update shows elective deferral limit expected to increase to $24,000
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
IRS Bumps 2024 401(k) Contribution Limit to $23,000
IRA limit also gets $500 boost while catch-up contribution limit remains the same