Mandatory Roth Catch -Up Contributions under Secure 2.0 Section 603 with CAPTRUST

Join us to learn more about the new Roth catch-up contributions that may affect you in 2026. Beginning this January, individuals who are age 50 and older, with incomes of $150,000 or more, 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 how you can reach out to CAPTRUST for assistance on this matter.

Presenter: Ashley Thomas, CRPC, CFEI, Sr. Specialist | CAPTRUST at Work, CAPTRUST