Announcements

December 24, 2025

Prepare your clients for new catch-up contribution rules

We want to ensure your retirement plan clients are prepared for an important regulatory change taking effect January 1, 2026, under the SECURE 2.0 Act.

What’s changing?
As of January 1, 2026, participants age 50 and older who earned more than $150,000 (indexed annually for inflation) in Social Security (FICA) wages in the prior calendar year must make catch-up contributions as after-tax Roth contributions.

Review our prior communications to plan sponsors and our approach to support this new rule:

RECORDKEEPERDIRECT
PLANPREMIER

If you have any questions, please call us at (877) 872-5159 for PlanPremier® and (800) 421-6019 for RecordkeeperDirect®. Thank you for your attention to this important matter and the opportunity to serve you.

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