Secure 2.0 Catch-Up Requirements Webinar
December 17 @ 1:00 pm - 2:30 pm
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements!
The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned.
Webinar Details
Topic: Secure 2.0 Catch-Up Requirements
Title: Catch the Catch-Up Regulations Before They Catch You Off Guard
Date: Wednesday, December 17, 2025
Time: 1:00pm ET
The session will cover:
- Regulatory changes effective 1/1/2026
- Roth treatment for catch-up contributions where applicable
- Implications for payroll coordination and plan administration
- Final readiness recommendations to confirm full compliance
We encourage you to attend to validate your approach and avoid any year-end surprises!