Retirement Catch-Up Contribution Rules Guidance
In December 2022, President Biden signed the SECURE 2.0 Act which made some significant changes to so-called catch-up contributions. In addition to extending the deadline, the new guidance corrects a technical error in SECURE 2.0 that had left taxpayers and their advisors confused about the continued availability of catch-up contributions for employees. Learn more about the new requirements and guidance from the IRS below. Need more guidance? Reach out to CSH experts for help with putting the requisite changes in place to achieve compliance.