CLA: Catch Me Up if You Can – What’s New for Retirement Plans in 2026

Don’t be caught unaware of an important provision of SECURE 2.0 starting January 1, 2026. Catch up contributions for some employees must be treated as Roth (i.e., after tax) to comply with SECURE 2.0 — this presents challenges from both a payroll perspective and recordkeeping platform configurations.

Learn the new rules affecting catch-up contributions and important considerations for plan sponsors as they implement the new rules.

We will also discuss other timely topics to think about as you close out your 2025 Plan year.

At the end of this session, you’ll be able to:

• Recall the SECURE 2.0 catch-up and Roth contribution changes effective in 2026
• Identify long-term part-time employees who are eligible to participate
• Recognize collective investment trust investments and their increasing popularity
• Recognize the impact of mergers and acquisitions on retirement plans

Speakers

• Crystal Coleman, Principal
• Breezy Paulus, Director
• Denise Falbo, Director, CliftonLarsonAllen Wealth Advisors, LLC