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The Pension Source
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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The MandMarblestone Group, llc
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Relationship Manager for Defined Benefits Daybright Financial
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Goldberg, Swedelson & Associates
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BPAS
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Pentegra
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Relationship Manager - Actuary Daybright Financial
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Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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401K Safe
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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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