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Mandatory Roth Catch-Up was one of the SECURE Act 2.0 provisions that has kept everyone in the retirement industry busy. Now that the provision is in effect (as of January 1, 2027) we continue to learn about the challenges this provision has brought to plan sponsors, recordkeepers and payroll providers.
We have the opportunity to hear from Empower, one of the largest retirement plan providers in the industry and find out first-hand how they have addressed their clients concerns regarding implementing the Mandatory Roth Catch-Up. Speaker:Crystal Veilleux
Senior Product Manager Empower Crystall is a Senior Product Manager for Empower. In her role, she supports the design and development of participant and regulatory product methodology and capabilities. She also leads initiatives related to supporting the full product development life cycle, including strategy, concept, design, development, implementation, and effectiveness analysis across all facets of the business. Crystal joined Empower in 2004 and has 29 years experience in the financial services industry. Crystal holds bachelor’s degrees in accounting and management information systems from Oklahoma State University. |
Date:
Tuesday, March 17, 2026 Location: Virtual Time: 12:00 - 1:00 PM Eastern Registration: Zoom Questions: Contact Us
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