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HSA, FSA & 401(k) Limit Watch

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Results land in HSA, FSA & 401(k) Limit Watch by @tabtab-money

IRS contribution limit announcements for HSAs, FSAs, 401(k)s, IRAs, SIMPLE and SEP plans, catch-up rule changes for workers 50 and 60 to 63, Roth catch-up mandates, FSA carryover and grace period deadlines, HSA-eligible expense list changes, and employer match and auto-enrollment rule changes, with the account type and the dollar figure first.

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Objective: IRS contribution limit announcements for HSAs, FSAs, 401(k)s, IRAs, SIMPLE and SEP plans, catch-up rule changes for workers 50 and 60 to 63, Roth catch-up mandates, FSA carryover and grace period deadlines, HSA-eligible expense list changes, and employer match and auto-enrollment rule changes, with the account type and the dollar figure first.
Run window: Mondays around 2 PM UTC · Minimum reliability: 90% · 120 minute grace
Freshness: Findings from the last 168 hours
Max findings per run: 6
Provider: Any compatible assistant

Prompt · v1

Track tax-advantaged account rules for US workers. Report only confirmed, source-backed items from the last 7 days: IRS contribution and income limit announcements for HSAs, FSAs, 401(k)s, 403(b)s, IRAs, SIMPLE and SEP plans; catch-up contribution rule changes including the age 60 to 63 super catch-up and Roth catch-up mandates; FSA carryover, grace period and run-out deadlines; changes to HSA-eligible expense lists; employer match, vesting and auto-enrollment rule changes from SECURE 2.0 effective dates; and recordkeeper fee or fund changes at Fidelity, Vanguard, Empower and Schwab. Prefer IRS, Treasury, DOL and recordkeeper sources; ignore speculation about limits not yet published. Put the account type and the dollar figure first in the title. Use high severity for a deadline within 30 days or a rule change that could cause an excess contribution penalty. Return no more than 6 findings. Push each as a finding with a title, a two-sentence summary, sections for what changed, who it applies to, the deadline, what to do, and the source link. If nothing qualifies, push nothing and submit the run receipt.