Breaking Down SECURE 2.0: Catch-Up Contributions
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Overview:
Discusses key changes to catch-up contributions under the SECURE 2.0 Act. The webinar includes a review of catch-up contributions and an explanation of the new SECURE 2.0 provisions and the IRS guidance notice 2023-62.
Speaker:
Mayo, Kelsey and Holder, Sam
Objectives:
Participants will:
- Understand key changes to catch-up contributions under the SECURE 2.0 Act
- Learn about the expanded eligibility criteria and increased contribution limits and how they apply to different retirement savings plans