Catch-Up Contributions to ROTH/603
SECURE 2.0 Act of 2022
Access tools and resources to help your organization comply with SECURE 2.0 Roth catch-up contribution requirements.
SECURE 2.0 Resources
Catch-Up Contributions to ROTH/603
This page houses resources you can use for adhereence to the SECURE 2.0 Act of 2022’s provision regarding catch-up contributions being made on a ROTH (post-tax) basis for employees whose prior year Social Security wages exceed $150,000.
| Participant Letter Templates (Annual Notification) | |
|---|---|
| OMNI/TSACG Provides SRA Services | OMNI/TSACG Does Not Provide SRA Services |
| Single Plan Template | Single Plan Template |
| Dual Plan Template | Dual Plan Template |
| Participant Excess Notice Templates (Approaching/exceeded pre-tax limit) | |
|---|---|
| OMNI/TSACG Provides SRA Services | OMNI/TSACG Does Not Provide SRA Services |
| Single Plan Template | Single Plan Template |
| Dual Plan Template | Dual Plan Template |
| Demographic File Format Template Information |
|---|
| (File upload instructions can be found in the template. If you are already uploading a demographic file, please continue using the same process as you have in the past.) |
| Demographic File Template (PDF Details) |
| Instructions to Identify Employees in EPARS |
|---|
| EPARS 603 Indicator Instructions |