Items of Impact
Treasury issues catch-up contribution guidance
The Treasury Department recently issued proposed regulations regarding changes made to the catch-up contribution rules by the SECURE 2.0 Act of 2022 (SECURE 2.0). The regulations address the enhanced catch-up contributions for participants attaining age 60-63, as well as the mandatory Roth catch-up provisions that apply to higher paid participants (or HPPs).
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When you have questions or need help with your plan, your relationship manager is easy to reach. Like Stacy, who’ll work closely with you to ensure your plan stays in compliance. Since UBT is the only bundled retirement plan provider in Nebraska that does not outsource, help is local and only a phone call or email away.
A retirement plan from UBT bundles everything you need to bolster your business’s benefit offerings. You won’t just keep people, you’ll keep them happy.
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