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.
 

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800-591-2439

Monday–Friday

8:00 a.m.–4:00 p.m. CT

Fax: 218-825-5713

doccompliance-UBS@ascensus.com