November 19 2025

Roth Catch-Up Contributions: A Practical Discussion of the Final Regulations

Click here to watch the webinar recording.

Date: Wednesday, November 19, 2025

Time: 10:00 – 11:00 a.m. PT

Cost: Complimentary

Presenters: Joelle Tavan, Adrine Cargill and Kevin Nolt

Join our upcoming webinar for a detailed review of the recently issued Treasury and IRS final regulations on Roth catch-up contributions for high earners. We will discuss the key provisions of the final regulations, changes from the proposed regulations and administrative considerations for plan sponsors.

Our discussion will include the following:

  • Methods for determining who is a high earner subject to the new rules
  • Requirements of the deemed election process
  • Practical considerations for plans with spillover vs separate election design
  • Correction methods for errors
  • Implementation issues
  • Special rules and considerations
  • Effective dates and amendment deadlines

Questions or Comments: Webinars@truckerhuss.com

MCLE Credit: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Franchesca Grande (fgrande@truckerhuss.com) to receive a CLE certificate of completion.

SHRM: Trucker Huss is recognized by SHRM to offer professional development credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for 1.0 hour of PDC for SHRM-CP® or SHRM-SCP®.

HRCI: This program has been approved for 1.0 (HR (General)) recertification credit hours toward aPHR, aPHRi, PHR®, PHRca®, SPHR®, GPHR®, PHRi and SPHRi recertification through the HR Certification Institute.

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