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2026 Compliance Calendar

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Stay ahead of deadlines with help from our annual Compliance Calendar.


New for 2026 Compliance Calendar


  • Roth Catch-Up Contributions: Catch-up contributions for employees age 50+ who earned over $150,000 in 2025 FICA wages must be made as Roth contributions.

  • Long-Term, Part-Time Employees: Employees with 500+ hours of service in 2 consecutive years must be eligible to contribute to the plan.

  • Super Catch-Up Contributions: Employees age 60 - 63 can contribute the greater of $11,250 or 150% of the regular catch-up limit.

  • Self-certify Hardship Withdrawals: If your plan allows, employees can confirm their eligibility for a hardship withdrawal on their own.




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