by Jacob Janowski | Aug 21, 2026 | Learning
A recent PLANADVISER article explores how retirement plan fiduciaries are reevaluating diversification strategies as global markets become increasingly interconnected. The piece features perspectives from retirement industry professionals, including Strategic...
by Amy Denikas | Apr 29, 2026 | Learning
On September 15, 2025, the Internal Revenue Service (IRS) and Treasury Department released a final regulation reflecting statutory changes made by the SECURE 2.0 Act of 2022[i], specifically the requirement that catch-up contributions made by certain catch-up eligible...
by Amy Denikas | Apr 29, 2026 | Learning
Each year, the Internal Revenue Service (IRS) updates a complex set of contribution and benefit limits to take into account changes in the cost(s) of living that impact how much employees and employers can put into and receive from retirement plans. These limits,...
by Jacquelyn Hendricks | Dec 8, 2023 | Learning
Was 2025 the year you were finally on the hook for a 401(k) audit? Let’s explore the regulatory shifts that could be a game-changer for your 2026 plan year. The New Audit Landscape The audit criteria changed at the end of 2022, and now only participants with balances...
by Jacquelyn Hendricks | Dec 1, 2023 | Learning
Greetings, retirement plan sponsors! Big news—The Department of Labor (DoL) has reshaped the contours of 401(k) audit requirements. If you’re a plan sponsor, you’d better be sitting down. This is your essential briefing on what’s changing and how it...
by Taylor Brown | Aug 2, 2023 | Learning
Myth 401(k) plans are only for large businesses. Reality Even small businesses can set up and offer 401(k) plans to their employees. In fact, many small business owners find that offering a 401(k) plan can be a powerful tool for attracting and retaining top talent....
