SECURE Updates, Simplified

CalcAir’s latest Retirement Documents release helps you stay ahead of SECURE Amendment requirements with confidence. This release delivers new SECURE Amendments and updated IRS Opinion Letters for 401(k), Profit Sharing, Money Purchase, Defined Benefit, and Cash Balance Plans, giving you the tools to keep plan documents accurate, current, and defensible.  This release also addresses regulatory changes that are generating increased attention, including the mandatory Roth catch-up contribution provisions effective January 1, 2026. These requirements are incorporated into the SECURE Amendment and explained in the accompanying FAQs to help clarify how they apply to different plan designs and participant populations. 

 

With a December 31, 2026 adoption deadline, upgrading now ensures you are prepared well in advance. For plan-specific details and technical guidance, please refer to the full release notes and FAQs.


For any questions relating to the change, please contact us.

Secure Amendment Software Update

What our Customers Say

“

CalcAir's support has always been responsive, and you can submit the actual plan for review if the problem could not be resolved with email or over the phone. 

Philip B. Hale

Philip B. Hale, Cornerstone Retirement

“

I truly enjoy speaking to the support staff when we need clarification on language to choose in the plan document on a client-by-client basis.  The support staff is highly skilled and are the very best to work with.

Jenniver Takeuchi

Jenniver Takeuchi, President, TSP Associates, Inc.

“

In over 40 years of doing business with CalcAir, the Pension System supplemented by the Pension Reporter system was always top of the line. We could rely on the software to be current with the constantly changing regulations.

Philip B. Hale

Philip B. Hale, Cornerstone Retirement

“

The CalcAir product quality and support is consistently outstanding and has exceeded my expectations for the last 20 years.       

Jenniver Takeuchi

Jenniver Takeuchi, President, TSP Associates, Inc.