Best Practices for Roth Catch-Up Contributions Under SECURE 2.0

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Best Practices for Roth Catch-Up Contributions Under SECURE 2.0
CAPTRUST

[Guidance Overview]
Oct. 7, 2025

"[1] Understand the catch-up elections ... [2] Roth catch-up identification ... [3] Participant communication ... [4] Errors and corrections ... [5] Plan sponsor action checklist ... [6] Detailed examples." MORE >>

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