SECURE 2.0: Final Countdown Roth Catch-Up Mandate Q&A

In this informative webinar, we focus on the Roth Catch-Up Mandate under the SECURE 2.0 Act and support plan sponsors and administrators by addressing questions about implementation.

During this session, our speakers walk through:

• The finalized Roth Catch-Up contribution guidance.
• Key impacts on plan administration.
• Common questions and practical insights.

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 Nov. 13, 2025.

MissionSquare 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.