Jan 23, 2026 | Government Regulation, Retirement Plans
If you’re looking ahead to retirement planning in 2026, there are important updates you’ll want to know about. The SECURE Act 2.0, a follow-up to the original SECURE Act, introduces significant new rules that took effect January 1, 2026. These changes impact how...
Nov 19, 2025 | Contributions, Government Regulation, Retirement Plans
Navigating yearly updates to retirement plan limits can be challenging, but staying informed helps you make the most of your employer-sponsored plans and keep your organization compliant. In this quick guide, we’ve summarized the newest IRS contribution and...
Aug 8, 2025 | Contributions, Government Regulation
Former employee account balances can prompt a wave of challenges you’re now responsible for managing. How do these balances affect the overall plan’s health? What are the legislative guidelines governing these accounts? Moreover, what strategies can you use to...
Feb 17, 2025 | 401(k), Government Regulation, Plan Sponsors
SECURE 2.0 is a game-changer for retirement savings, bringing significant updates to employer-sponsored plans. Understanding these changes is crucial for plan sponsors, especially as we approach key implementation dates in 2025 and 2026. This blog post will break down...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
2024 brought new changes that significantly impacted retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement regulations, granting individuals in...
Jun 19, 2024 | Government Regulation, Plan Sponsors
Welcome to the world of retirement plan administration! As a new plan sponsor, you have taken on an essential role within your organization with longstanding impact. You’ll find you have many responsibilities, a key amongst them being your fiduciary responsibility....
