Understanding Upcoming Plan Changes: Mandatory Roth Catch-up Contributions

Thursday, January 22, 2026 12pm to 1pm

NOTE: THIS IS A PAST EVENT

Last chance to join CAPTRUST for a webinar about SECURE 2.0, Section 603, age-based catch-up Roth after-tax contributions. If this applies to you, you have been contacted with more information. Register to attend and have your questions answered.

Join CAPTRUST to learn more about the upcoming retirement plan changes that may affect you starting in 2026. Beginning next year, individuals who are age 50 and older with incomes greater than $145,000 and making 403(b) catch-up contributions will be required to make those catch-up contributions via Roth post-tax funds. This webinar will discuss those changes as well as basics regarding the Roth source within retirement plans.

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