New research from Fidelity highlights the increasing pressures many employers face as they work to guide employees toward a secure retirement. The study reveals a widening confidence gap, with only two-thirds of employers now believing their workforce is on track for...
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),...
Markets have been flirting with record highs on a regular basis, but not all employees are riding the wave toward retirement readiness. According to Vanguard’s How America Saves 2025, participation and/or balances still lag for low-income workers, young employees,...
Cash balance plans have emerged as a solution to many challenges plans face — and they have grown explosively, according to an industry expert in a recent panel discussion. So the timing is right for a refresher on how those plans work, particularly if they...
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...
