Just wondering how everyone is attacking the Roth as Catch Up that will begin 1/1/26 for Highly Paid Individuals.
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1 thought on “Roth as Catch Up”
Joey Yelverton
Wendy – Thanks for adding this post. This has been a hot topic in our mtgs lately. For now, FIS has not provided a solution and most likely will be 2026 before it is addressed. Let’s see if the Sept onsite meeting will provide any updates. If not, we can possibly put a few people together to suggest a work around.
Wendy – Thanks for adding this post. This has been a hot topic in our mtgs lately. For now, FIS has not provided a solution and most likely will be 2026 before it is addressed. Let’s see if the Sept onsite meeting will provide any updates. If not, we can possibly put a few people together to suggest a work around.