Apr 21, 2026 | Retirement Plans
If you’re a plan sponsor looking to help owners and key leaders save more for retirement while increasing tax deductions, traditional plans can be limiting. A 401(k) with profit sharing is a strong start, but for high earners it often tops out too quickly, especially...
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...
Nov 6, 2025 | Participants, Plan Sponsors, Retirement Plans
Student loan debt is now one of the most significant financial challenges employees face, shaping decisions about everything from home buying to retirement savings. For plan sponsors, the ripple effects of student loan obligations aren’t simply a concern for...
Jul 29, 2025 | Plan Sponsors, Retirement Plans
When trying to attract and keep the best talent, a strong retirement benefits package can be a game-changer for businesses. Single-Employer Plans (SEPs) represent the pinnacle of such offerings. By crafting a retirement plan tailored exclusively to their employees,...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
Now that 2024 has arrived, it brings with it new changes that significantly impact 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...
