BLOG: Newsletter – Navigating 2026 with Confidence
Newsletter: Navigating 2026 with Confidence
This quarter’s newsletter explores the key regulatory, workforce, and fiduciary shifts shaping retirement plan strategy in 2026. Here’s what plan sponsors need to know:-
What Plan Sponsors Need to Know in 2026
New SECURE 2.0 provisions, including Roth catch-up contributions, super catch-up limits, long-term part-time eligibility, and plan document restatements, taking center stage this year. Learn how these updates may impact payroll, communications, and plan operations. -
Litigation Updates for 401(k) Committees
Recent court cases provide clearer guidance on prudent processes, meaningful benchmarking, ESG considerations, and fiduciary oversight. Read on to learn more about the court cases and themes shaping committee responsibilities. -
Changes in the Labor Force and the 401(k) Plan
Baby Boomers continue retiring, Gen X is expanding leadership roles, Millennials juggle competing priorities, and Gen Z enters the workforce strong. Explore how generational shifts influence plan design, participation, and employee financial needs.
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More Insights & Ideas
From retirement strategies to market updates and planning tips, our blog is full of valuable content designed to help you make confident financial decisions. Keep reading and discover more ways to move your goals forward.
Every 0.01% Impacts Participant Outcomes
How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is often placed on total plan assets, average account balances, and investment performance. Yet, plan fees can have a meaningful impact on participant outcomes, especially
Power Up Your 401(k) Plan
Just like a game has levels, so does retirement. You can unlock new levels over time as you participate. The longer you participate, the more your savings may grow. You Don’t Need to Be an Expert Player to Retire Comfortably A 401(k) plan is your savings account for the future.
Employee Burnout Solutions That Work
Taking Your Company from Bare-Minimum Monday to Everyday Excellence You may be familiar with Bare-Minimum Mondays, Take-It-Easy Tuesdays, Let’s-Not-Work-Too-Hard Wednesdays, and No-Think Thursdays. Social media has given a humorous twist to online discussions of work avoidance techniques. Beneath the jokes, it’s clear that many employees are feeling overwhelmed and burned