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SECURE 2.0

Does the Roth mandate apply to all catch-ups?

msq-tags:authors/irica-solomon,msq-tags:authors/erica-mcfarquhar
2024-05-14T00:00:00.000Z
2:30 min

Summary

The short answer: No. Understand the limitations around the Roth mandate.

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Does the Roth Apply To All Catch Ups
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Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on May 14, 2024.

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