---
title: "Plan Sponsor Quarterly Update – Fall 2023"
date: 2023-10-25
author: "Site Admin"
featured_image: "https://pinnacle-plan.com/wp-content/uploads/2023/10/Hynes-Fall-2023-Graphic.avif"
categories:
  - name: "Newsletters"
    url: "/category/newsletters.md"
---

# Plan Sponsor Quarterly Update – Fall 2023

[![](http://pinnacle-plan.com/wp-content/uploads/2023/10/Hynes-Fall-2023-Graphic-300x219.png)](http://pinnacle-plan.com/wp-content/uploads/2023/10/Hynes-Fall-2023-Graphic.png)View This Newsletter: [Plan Sponsor Quarterly Update – Fall 2023](http://pinnacle-plan.com/wp-content/uploads/2023/10/PlanSponsorQuarterlyNewsletter-Fall2023-Pinnacle-Plan-Design.pdf)

### In this edition, we discuss…

- What’s New In Washington: Roth Catch-Up Requirement Delayed to 2026
- Best Practices: IRS Provides Limited RMD Guidance and Transition Relief
- Hot Topic: SECURE 2.0’s New Emergency Savings Options

[Learn more](http://pinnacle-plan.com/wp-content/uploads/2023/10/PlanSponsorQuarterlyNewsletter-Fall2023-Pinnacle-Plan-Design.pdf)

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Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.