Skip to header Skip to Content Skip to Footer

Important Secure 2.0 Provision 603

Important Secure 2.0 Provision 603

What you need to know:  Starting January 1, 2026, participants ages 50+ who earned more than $150,000 in FICA SS wages with the current employer (Form W-2, Box 3) during the prior year, will no longer be able to make catch-up contributions unless those contributions are made as Roth.  To learn more, click the link below.

Important Secure 2.0 Provision 603