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 >
The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >
Employers must give employees various required notices during the year. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
View the Employee Benefit Indexed Limitations for the 2026 plan year.
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).