Beginning this year, higher-earning participants may be required to make catch-up contributions on a Roth (after-tax) basis. Roth catch-up contributions are taxed now but grow tax-free, giving participants a different way to plan their retirement tax strategy.

Join Angela Hall, CFP® from Note Advisors, for an educational webinar to talk about these 2026 catch-up contribution changes. This webinar is designed for business owners, HR professionals, plan sponsors, and individuals who want a clearer understanding of how these changes may affect retirement planning and plan administration.

What We’ll Cover:

• What catch-up contributions are and what’s changing in 2026
• New Roth catch-up contribution requirements for higher earners
• Expanded “super” catch-up contributions for individuals ages 60–63
• What plan sponsors should be thinking about now
• Common questions and practical next steps

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