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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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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

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High Earners Roth Catch-up Provision

Beginning in 2026, a new rule will change how some employees make catch-up contributions. Workers age 50 or older who earned more than $150,000 in 2025 FICA wages must make their catch-up contribution as Roth, not pre-tax. Regular deferrals do not have to change. Plan sponsors can choose from several

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