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July Business Services
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Strongpoint Partners
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EPIC RPS
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Retirement Plan Consultants
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Compass
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MVP Plan Administrators, Inc.
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Retirement Plan Administration Consultant Blue Ridge Associates
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Nova 401(k) Associates
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Managing Director - Operations, Benefits Daybright Financial
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Mergers & Acquisition Specialist Compass
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Roth Catch-Up Contributions: Options and Decisions
Ferenczy Benefits Law Center 
[Guidance Overview] Nov. 19, 2025 "The Final Regs give plan sponsors more options for how to handle this complex plan provision. Some make your life easier, and some may make things more difficult.... Deemed versus affirmative election ... Determination of HPI for controlled/affiliated service groups ... [P]lans with no Roth contributions and HCEs who aren't HPIs ... Including Roth contributions made before limit reached ... [C]orrection deadlines and consequences ... Additional guidance on increased 60-63 catch-up contributions ... [D]iscuss your options as soon as possible with your TPA." MORE >> |
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