by Jason George | Mar 11, 2026 | PK Retirement Posts, Uncategorized
Beginning in 2026, a new rule will change how some employees make catch-up contributions. Workers age 50 or older who earned more than $150,000 in 2025 FICA wages must make their catch-up contribution as Roth, not pre-tax. Regular deferrals do not have to change. ...
by Jason George | Mar 3, 2026 | PK Retirement Posts, Uncategorized
Demographic cycles, generational expectations, and evolving retirement income solutions are reshaping the cost and opportunities of retirement plan design Every day, roughly 11,400 Baby Boomers turn 65, ushering in a historic retirement wave known as “Peak 65”. As...
by Jason George | Jan 23, 2026 | PK Retirement Posts, Uncategorized
Key Updates and Trends Shaping Retirement Plans in the Year Ahead. Retirement plan rules continue to evolve, and 2026 brings several important updates that may affect plan operations, participant experiences, and fiduciary responsibilities. Nearly 80% of plan...
by Jason George | Dec 16, 2025 | PK Retirement Posts, Uncategorized
Effective Strategies to Enhance Your Company’s Retirement Plan. In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook: 5...
by Jason George | Aug 5, 2024 | PK Retirement Posts, Uncategorized
This quarter’s employee education offers practical tips and strategies to help manage debt effectively, distinguishing between “good” and “bad” debt, accompanied by practical exercises for budgeting and debt management. Understanding these concepts is helpful to...
