Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
MiBolsilloColombia on MSN
New rule: no Roth 401(k) means no catch-up contributions for wealthy workers
Starting 2026, high-income workers 50+ must make Roth 401(k) catch-up contributions under SECURE 2.0, losing pre-tax deductions but gaining potential long-term tax benefits.
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