TRA MAKES NEWS HAPPEN
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CASE OF THE WEEK – Age 60 – 63 Catch-up Limits
May 2, 2026 - Clarify whether a 401(k) participant turning age 64 in 2026 qualifies for the enhanced SECURE 2.0 age 60–63 catch-up contribution and what limits still apply. Continue
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Consider TRA's 3(16) Fiduciary Services & Plan Administration
To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.