Search Results For secure 2.0 catch-up contribution limit 401(k)

Expert Opinion

Solo 401(k)s can benefit self-employed workers

Robert Bloink &William H. Byrnes | July 13, 2026

Significant opportunity exists for advisors to introduce small-business owners and other entrepreneurs to the savings option.

Commentary

Upcoming SECURE 2.0 deadline to make plan amendments

Elverine “Rena” F. Felton | June 05, 2026

Plan sponsors must ensure that their written plan documents are updated to conform with actual plan operation.

Market Insights

Engaged retirement savers build bigger nest eggs

Kristen Smithberg | February 13, 2026

Participants who engage with financial guidance resources contribute 29% more on average and hold roughly twice the account balance of non-users.

Commentary

Employers must plan now for mandatory Roth catch-ups for high earners in 2026

Elverine “Rena” F. Felton | December 02, 2025

Last month, the Treasury Department and the IRS issued joint final regulations, answering many looming questions after the proposed regulations were issued.

News

IRS announces 401(k), IRA contribution limits for 2026

Melanie Waddell | November 13, 2025

The IRS also released technical guidance regarding all cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2026 in Notice 2025-67 PDF, posted today on IRS.gov.

News

IRS releases final rule on Roth catch-ups

Melanie Waddell | September 18, 2025

Beginning in 2026, highly paid employees can only make catch-up contributions to a Roth 401(k), says Ed Slott.

Commentary

Is your 401(k) keeping up with change?

Steven Marrow | September 11, 2025

Plan sponsors should continuously evaluate whether their programs align with organizational goals, participant needs, and fiduciary responsibilities.

News

IRS SECURE 2.0 guidance needed, as Roth catch-up contributions kick in for ‘high earners’

Lynn Cavanaugh | August 21, 2025

The IRS must provide a safe harbor permitting all plan administrators to rely on wage information on W-2s when determining whether employees have exceeded the catch-up wage threshold of $145,000, recommends the American Institute of CPAs.

Market Insights

SECURE 2.0 compliance challenges for 2025, 2026: Tools and safeguards for employers

Richard Clarke | August 08, 2025

It is crucial for plan sponsors to think ahead and familiarize themselves with new provisions coming in 2026, including higher catch-up contributions, big changes to required minimum distributions and changes for annuities.

News

401(k) compliance checklist: Mid-year update on important retirement plan guidance

Greg Ash and Beth Miller | August 04, 2025

Employers need to be aware of the increased limit on catch-up contributions on older participants, as well as DOL’s new policy on transferring benefit payments on missing participants and uncashed checks of $1,000 or less.

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Solo 401(k)s can benefit self-employed workers

Upcoming SECURE 2.0 deadline to make plan amendments

Engaged retirement savers build bigger nest eggs

Employers must plan now for mandatory Roth catch-ups for high earners in 2026

IRS announces 401(k), IRA contribution limits for 2026

IRS releases final rule on Roth catch-ups

Is your 401(k) keeping up with change?

IRS SECURE 2.0 guidance needed, as Roth catch-up contributions kick in for ‘high earners’

SECURE 2.0 compliance challenges for 2025, 2026: Tools and safeguards for employers

401(k) compliance checklist: Mid-year update on important retirement plan guidance

Resources