SECURE 2.0: Prepare for the Roth Catch-Up Mandate

Recorded June 11, 2025

In this webinar, we help you prepare for the new Roth Catch-Up requirement under SECURE 2.0. Our team guides you through:

  • Understanding Roth Catch-Up contributions.
  • Key considerations for adopting provisions.
  • A step-by-step walkthrough of the adoption process.
  • Highlights of available resources.

Disclaimer:  SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on June 11, 2025

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.

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