2026 Changes to Employer-Sponsored Retirement Plans (Presented By: Craig Ferrantino, CWS®, CFF®)
This webinar will cover the upcoming retirement plan changes under Section 603 of the SECURE Act 2.0 and how they may impact catch-up contributions for individuals earning over $145,000. Learn how the new Roth catch-up requirements could affect 401(k), 403(b), and 457 retirement plans, along with important planning considerations before the changes take effect in 2026.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.