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Mandatory ROTH Catch-Up Rule- Issue #1

Friday, July 25, 2025 | By: MVP Plan Administrators, Inc.

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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 encourage you to review each communication carefully to stay on track with compliance.

 

Please click here to access Issue #1 in the series. 

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