Tag: catch-up contribution

A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement...

The bill would correct errors related to catch-ups, RMDs and Starter Plans.

A survey from Capital Group found that businesses with fewer than 50 employees often lacked awareness of key provisions in...

The IRS extended the requirement by two years to 2026 so that any catch-up contributions from higher income earners must...

SECURE 2.0 rules expanding catch-up contributions into a Roth source will be a huge undertaking for sponsors and recordkeepers.

The new mandatory Roth treatment for certain catch-ups introduced by SECURE 2.0 continues to concern retirement professionals.

SECURE 2.0 has a number of issues with it such as its budget myopia and failure to expand access adequately.

Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many,...

SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.

SECURE increases the RMD age and expands the amount of catch-up contributions certain participants can make.

The proposal would allow catch-up contributions in those years equal to the difference between an individual’s actual contributions and current federal limits on these accounts.

It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.