Webinar - 2026 Roth Catch-Up Contribution Mandate

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The SECURE 2.0 Act and the Roth Mandate take effect on January 1, 2026, bringing significant changes that may impact both employers and employees, including those managing side businesses. This session will provide critical insights into what you need to know, how these changes may affect your retirement planning options, and the steps necessary to ensure compliance.

Highlights:

Regulatory overview of the 2026 mandate
Consequences of non-compliance
Applicability to other plans
Action steps for employers and employees

The webinar is designed for employers who currently offer or are considering offering an employer-sponsored retirement plan, HR professionals who manage such plans, and employees aged 50 or older who participate in an employer-sponsored retirement plan and may earn over $145,000 starting in 2026.

Presenter:

Peter Acquaro, LUTCF, Founder and Financial Advisor, Houston Retirement Solutions, LLC

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Presenter(s):

Peter Acquaro

Peter, a Long Island native, served in the US Navy before earning a BS in General Studies from Texas Tech University in 1996. Relocating to Houston in 1998, he embarked on a successful career in financial services, spanning over 25 years. Holding various roles, including Managing Director, he prioritized client well-being and self-improvement. In 2022, he fulfilled his dream of establishing Houston Retirement Solutions, LLC, a veteran-owned firm serving Greater Houston. Peter, residing in Southwest Houston with his spouse and three children, actively engages in community service, notably through leadership roles in associations and boards. He is Vice Chairman of the Southwest Management District Board of Directors and has coached baseball in his 501c(3) Select Team. Committed to financial education, Peter collaborates with organizations like the Small Business Development Center, Houston Christian University, and management districts across Houston, aiming to empower individuals with financial knowledge and resources.