What Plan Sponsors Need to Know about Roth Catch-Up Mandate

October 15, 2025

By: Hailey S. Trippany

As a follow-up to this week’s Business in 2025 webinar, Bond employee benefits attorney Hailey S. Trippany summarized her presentation about the final regulations issued by the Internal Review Service concerning the Roth IRA catch-up contribution mandate enacted three years ago.

Topics covered during this week’s full webinar:

  • NYS Budget Discussion Begins to Take Shape
  • Plan Sponsors Must Address Roth Catch-Up Contribution Mandate by January 1
  • USDOL Issues Four New Opinion Letters
  • Pipeline Project Progresses

Click here to view the webinar in its entirety, download the presentation slides or to register for upcoming Tuesday presentations.