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Mandatory Roth Catch-Up Contributions Under SECURE 2.0: What Plan Administrators Need to Know in 2026

Mandatory Roth Catch-Up Contributions Under SECURE 2.0: What Plan Administrators Need to Know in 2026

Retirement plan administrators have had SECURE 2.0 on their radar for years, and one of its most significant provisions is now here. Beginning in 2026, many employer-sponsored retirement plans must comply with the mandatory Roth catch-up contribution rule for certain higher-income employees. While the change affects participants who are age 50 and older, the responsibility for implementation falls squarely on

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