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Independent Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Stones River Consulting
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IRS Final Regs on Catch-Up Contributions: What Plan Sponsors Should Know
McGuireWoods
[Guidance Overview] Sept. 29, 2025 "Plan sponsors should review their plan documents to: [1] implement a 'deemed Roth election' that automatically treats high-earner catch-ups as Roth, [1] specify whether wages from multiple employers in a controlled group or from a common paymaster will be aggregated when determining high-earner status, [3] describe any super catch-up opportunity for individuals aged 60 to 63 and [4] describe any in-plan rollover feature that it may consider as a method of correction." MORE >> |
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