SECURE 2.0: Final Countdown Roth Catch-Up Mandate Q&A

Summary

In this informative webinar, we focus on the Roth Catch-Up Mandate under the SECURE 2.0 Act and support plan sponsors and administrators by addressing questions about implementation.

During this session, our speakers walk through:

• The finalized Roth Catch-Up contribution guidance.
• Key impacts on plan administration.
• Common questions and practical insights.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on Nov. 13, 2025.