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Cost of Living Adjustments for 2026

Cost of Living Adjustments for 2026

The IRS announced Cost of Living Adjustments affecting certain dollar limitations for pension plans and other retirement-related limitations for 2026 in Notice 2025-67. Contribution and benefit increases are intended to allow participant contributions and benefits to...
The Art and Science of Fee Benchmarking

The Art and Science of Fee Benchmarking

Fee benchmarking is the process of comparing your 401(k) plan costs with the industry average rates. Comparing your 401(k) plan fees to other plans within a similar range is one step that you can take as a fiduciary to ensure that costs associated with the plan are...
The SECURE Act Reminders

The SECURE Act Reminders

With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to us by virtue of The Setting Every...
The CARES ACT Update

The CARES ACT Update

2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the form of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. While the CARES Act provided much needed relief to...