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Year-End Compliance for Retirement Plan Sponsors: 2025
Segal 
[Guidance Overview] Nov. 5, 2025 "The most immediate operational problem is for 401(k), 403(b) and other DC plans that allow catch-up contributions.... Sponsors of tax-exempt governmental plans must make their changes by December 31, 2025, regardless of plan year. The Roth catch-up rule applies on a calendar-year basis, regardless of your plan year. Consequently, operational changes are needed by January 1, 2026 for all affected plans." MORE >> |
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