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July Business Services
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Strongpoint Partners
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Anchor 3(16) Fiduciary Solutions
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Retirement Plan Consultants
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EPIC RPS
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Nova 401(k) Associates
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Combo Retirement Plan Administrator Strongpoint Partners
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Mergers & Acquisition Specialist Compass
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Retirement Plan Administration Consultant Blue Ridge Associates
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MVP Plan Administrators, Inc.
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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BPAS
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Compass
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The New Roth Catch-Up RulesCAPTRUST Financial Advisors |
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Nov. 12, 2025 On-Demand Webinar |
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Starting January 1, 2026, retirement plan sponsors must comply with new Roth catch-up contribution rules under the SECURE 2.0 Act. This change affects employees ages 50 and older earning more than $145,000 in FICA wages annually, requiring their catch-up contributions to be made on a Roth (that is, after-tax) basis. Join CAPTRUST for a focused session designed to help retirement plan sponsors understand the implications of this change, prepare their plans, and ensure seamless compliance. Key Topics We'll Cover:
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