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The DOL's New Proposed One Paper Statement Rule & How it Impacts You

Leisha Gosling, MBA, CEBS, QKA, QKC | Notices |

New proposed DOL rules could reshape how retirement plans rely on electronic disclosures and annual paper statements. Read more to learn what these changes mean for retirement plans and plan sponsors. Learn More >

Changes for 2026

Leisha Gosling, MBA, CEBS, QKA, QKC | Roth Contributions |

Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account. Learn More >

Electronic Delivery of Participant Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Notices |

The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >

Required Employee Notices for 401(k) Plans

Andrea B., ERPA, QPA, QKA | Notices |

Employers must give employees various required notices during the year. Learn More >

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