For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their money is...
We are proud to announce that one of our advisors, Garrett Rohrbaugh, has been selected for the National Association of Plan Advisors (NAPA) 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list. This designation recognizes Garrett’s outstanding dedication,...
The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages above $145,000 will no longer be able to make pre-tax catch-up contributions to their 401(k),...
The IRS has finalized rules under SECURE 2.0 that change how catch-up contributions work for higher-earning employees. Starting January 1, 2026, employees earning above the annual threshold (currently about $145,000, indexed each year) must make their catch-up...
A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it could make life more challenging for plan sponsors. On April 17, 2025, the Court issued a unanimous decision in Cunningham v. Cornell University that makes it easier...
According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their 401(k)s. That number may soon begin to shift. On August 7, President Trump signed an executive order intended to expand...
