catch-upcontributions — Insights — Cohen & Buckmann, P.C.

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Posts tagged catch-upcontributions

The New Roth Catch-up Requirement Needs Clarification-What Are Plan Sponsors to Do?

The New Roth Catch-up Requirement Needs Clarification-What Are Plan Sponsors to Do?

A short provision of SECURE 2.0 raises a long list of compliance questions. Here are some of them.

Qualified Retirement Plan, SECURE Act, SECURE 2.0Carol BuckmannMay 30, 2023secure2.0, 401k, roth, catch-upcontributions