05/28/2025
Important SECURE 2.0 Update

Under the SECURE 2.0 Act Provision 603, starting in 2026, individuals earning $145,000 or more in FICA wages will need to make catch-up contributions as Roth contributions. For new and existing plans, please review to determine if Roth options need to be included.

Ascensus Retirement Services

Ascensus, a leading retirement plan solutions provider, will act as the pre-approved sponsor for your client's retirement plan document. As one of the largest qualified retirement plan platforms in the country, we offer many plan design options to help create a plan that meets anyone's needs.