Financial Wellness Center
SECURE 2.0 Act of 2022 - Catch-Up Contributions to ROTH/603
This page houses resources you can use for adherence 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 $145,000.
Participant Letter Templates (Annual Notification)
Participant Excess Notice Templates (Approaching/exceeded pre-tax limit)
Methods of Providing Employee Information
W-2 File - Email/Upload via online secure portal
Send your prior year W-2 File as provided to the IRS, via secure portal
Monthly Demographic File
Condensed Data Yearly File Upload
Monthly Demographic File
Condensed Data Yearly File Upload
Quick Links
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