S5E7: Super Catch-Up Rules

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The Sentinel Show

Sentinel Pension

76 episodes

6 days ago

Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.

Business

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Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.

Business

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S5E7: Super Catch-Up Rules

The Sentinel Show

12 minutes 17 seconds

6 months ago

S5E7: Super Catch-Up Rules

Welcome back to the Sentinel Pension Show! For today’sepisode, Kasey and Melissa go over retirement plan rules. We review the new super catch-up rules applicable in 2025, how plan limits have increased, how the super catch-up formula works, and options employees have. We also go employeecontribution limits and 415 limits. Listen along to learn more!

Have any questions about this episode’s topic? Let us know!
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Music by Adam Vitovsky