Initial Action Required – Critical New ROTH Update Issue #2

Aug 19, 2025

New Catch-Up Provision for Roth 401(k) Starting in 2026: What You Need to KnowFollowing up on our first installment from a few weeks ago, we noticed that only 16% of recipients clicked through to read the full email. We know everyone’s inbox is busy, but these new rules have a wide-ranging impact—and we want to make sure you’re in the know! Taking a few minutes to read and start planning now will set you up for success and keep your plan on track for compliance.Significant ...

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Mandatory ROTH Catch-Up Rule- Issue #1

Jul 25, 2025

Significant legislative changes impacting most 401(k), 403(b), and Governmental 457(b) plans will take effect on January 1, 2026, and will require employer action to ensure compliance.MVP is launching a series of communications to help you navigate these changes, offering clear guidance and actionable steps. This first installment provides an overview of the new rules.While no immediate action is required, preparation is key. Future updates will outline specific steps for employers, so we ...

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Q2 2025 Plan Sponsor Newsletter

Jun 25, 2025

We’re excited to share the latest edition of our quarterly Plan Sponsor Newsletter, designed to keep you informed on important retirement plan developments and best practices.  This edition highlights the expansion of the Department of Labor’s Voluntary Fiduciary Compliance Program to include a self-correction mechanism when correcting late deposits of employee salary deferrals and loan payments.  We’ve also included best practices for understanding the various ...

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DEDUCTION LIMITS

QUARTERLY RECAP

NEWSLETTER

INNOVATIONS

CARES Act re COVID-19

SECURE 2.0

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