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July Business Services
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The Pension Design Group
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3(16) Plan Customer Liaison, Enrollments Compass
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Participant Services Representative West Coast BPAS
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Senior 401k Plan Administrator FMI Retirement Services
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Senior Retirement Plan Administrator Daybright Financial
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Health Benefits Actuarial Consultant BPAS
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ERISA Services Inc.
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Free Publications
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How Many Participants and Plans Will Be Impacted by the SECURE 2.0 Catch-Up Contribution Rules for High Earners? (PDF)
PRRL [Public Retirement Research Lab] 
Jan. 23, 2026 "According to the 2023 PRRL data, 2 percent of all contributing participants made catch-up contributions, which represents 5 percent of all eligible participants. Among those participants, 24 percent earned more than $150,000. Although this group represents a small portion of all contributing participants, half of the plans received catch-up contributions from those earning over $150,000." MORE >> |
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