SECURE 2.0 Provision Change

Roth and catch-up contributions

By submitting this information, you are requesting TRA to add Roth contributions to your retirement plan effective January 1, 2024. We will send you the amendment for execution. Please provide the information below.

  • Your Plan ID is prefilled above for your convenience. Do not modify.
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Pattern

FIND THE BEST OPTION FOR YOUR RETIREMENT NEEDS

Consider TRA’s 3(16) Fiduciary Services to ease the day-to-day management of your retirement plan.
3(16) Fiduciary Services