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Recordkeepers Prepare for Next Year’s ‘Roth-Only’ Catch-Up
PLANADVISER Link to more items from this source
Dec. 16, 2025

"According to recordkeepers, plan sponsors and their payroll providers hold the critical data, since recordkeepers generally do not track FICA wages, so they cannot independently determine who crosses the threshold.... Recordkeepers expect more participants will encounter Roth options in 2026 and will need education on the differences between Roth and pre-tax contributions. "  MORE >>

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