When people are in their 20s and even 30s, they often focus their finances on paying off debts, starting a family, and buying a home. By the time they start focusing more on growing a nest egg for ...

High earners in their 50s have long relied on catch-up contributions as a quiet but powerful tax break, using extra deferrals to shrink today's bill while supercharging tomorrow's nest egg. That ...

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 ...

The Secure 2.0 Act of 2022 gave us the Roth catch-up mandate, a revenue raiser that has caused great consternation in the retirement plan community as plan sponsors, recordkeepers and payroll ...