Future-Proofing Retirement Plans

This session will provide actionable insights into the Roth Catch-up provision set to take effect in 2026, the mandatory Automatic Contribution Arrangement (ACA) for new plans with 10+ employees, and the higher catch-up limits for individuals aged 60-63. We’ll also explore the upcoming IRS restatement period cycle and highlight tax credit opportunities for plans installed after December 2022.

Our expert panel will not only break down these changes but also guide you on how to strategically adapt your retirement plan offerings to mitigate risk, enhance compliance, and maximize value for your organization and employees.