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Roth Catch-Up Requirements for Special Catch-Up Contributions in 457(b) Plans

In a previous article, we outlined the IRS’ proposed regulations implementing Section 603 of the SECURE 2.0 Act, which requires certain high earners to make catch-up contributions on a Roth basis beginning in 2026. ...more

Big Beautiful Benefits: A Look at the Employee Benefits Provisions of the One Big Beautiful Bill

On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (the Act), Public Law 119-21. While the Act contains several tax and law changes, this article focuses on the employee benefits provisions within...more

Avoiding Impermissible CODAs in Governmental Pension Plan Reform and Enhancement

One topic that frequently arises is whether a qualified governmental plan, under Internal Revenue Code (Code) Section 401(a), may allow an employee the election on whether to contribute at different pretax employee...more

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