Roth Catch-Up Rule: Final Regulations and Future Challenges

Free to International Foundation and ISCEBS members

The IRS has issued final regulations regarding the SECURE 2.0 Roth catch-up rule. The regulations do not extend the effective date of the rule until 2027. As a result, defined contribution plan sponsors must be up to date now on the nuances and implications of the final guidance. This webinar will cover the challenges plans will face, as well as the areas where we have some flexibility in implementing the new requirement. Make sure you have the knowledge you need to effectively engage your service providers in successfully navigating the challenging process of complying with this rule.

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  Steven Grieb, J.D., CEBS Compliant

  Senior Compliance Counsel

  Gallagher Fiduciary Advisors, LLC