The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTTRA) introduced the age 50 catch-up provision allowing participants the opportunity to supplement their retirement savings. This created more awareness of the available catch-up provisions in defined contribution plans. 403(b) and 457(b) plans have offered special catch-up provisions for many years. Employers that sponsor multiple plans have the opportunity to utilize these catch-up provisions to aid retirement readiness.
Attend this webcast to learn how to make the most of the catch-up opportunities available in your plan.
- Identify the different types of catch-up contributions
- Determine the amount of catch-up available by plan type
- Review plan provisions to optimize plan design across multiple plans
Speaker: Margaret A. Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group
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