Sometimes called the 'super' catch-up contribution, this new saving option is only available to workers age 60 to 63. There have been numerous changes to the tax rules surrounding retirement plans in ...

A new federal rule set to take effect January 1, 2026, will require certain high-income workers to make catch-up contributions to their workplace retirement plans on an after-tax Roth basis, ...

Starting January 1, 2026, workers earning over $150,000 in 2025 W-2 wages must make 401(k) catch-up contributions as designated Roth, which do not reduce current-year taxable income, marking the ...

SECURE Act 2.0 introduces new rules applicable to 401(k) plan catch-up contributions that will take effect in 2026. This Alert provides a brief explanation of catch-up contributions and actions which ...