As physician practices look ahead to 2026, retirement plan compliance is quickly becoming a priority rather than a back-burner issue. The SECURE 2.0 Act introduces several changes that move beyond planning and into required operational execution, including new Roth catch‑up rules for high earners and formal plan amendment deadlines. These updates are not just regulatory in nature; they impact payroll systems, plan administration, and employee communications.
At Kassouf Healthcare Solutions, we work alongside practices every day to navigate complexity with clarity. Preparing for SECURE 2.0 is not simply about checking a compliance box. It is about coordinating your advisors, aligning your systems, and making sure your team understands what is changing and why. In this article, Kassouf & Co., Inc.‘s Ashley Hudson, CPA shares what physician practices need to know now, including who is affected, where risks often arise, and how to approach 2026 with confidence. Dive into Ashley’s expertise on Kassouf’s website.