Final 401(k) Catch-Up Regulations: What Employers and Savers Need to Know

By Anne Zavaglia
Posted on October 14th, 2025

The IRS has released final regulations on 401(k) catch-up contributions under the SECURE 2.0 Act, bringing clarity to how older and higher-income workers can save […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on September 29th, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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