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3 Keys to Proactive Plan Sponsor Financial Leadership

3 Keys to Proactive Plan Sponsor Financial Leadership

by Jason George | Jun 16, 2026 | PK Retirement Posts, Uncategorized

Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals. Now is a valuable moment to explore creative ways to save company dollars, reduce employee burnout, and benchmark your retirement plan.  3...
401(k) Benchmarking: How Every Basis Point Impacts Outcomes

401(k) Benchmarking: How Every Basis Point Impacts Outcomes

by Jason George | Jun 3, 2026 | PK Retirement Posts, Uncategorized

How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? 401(k) benchmarking is the process of comparing retirement plan fees, investments, and services against similar plans to determine...
Employee Burnout Solutions That Work

Employee Burnout Solutions That Work

by Jason George | May 5, 2026 | PK Retirement Posts, Uncategorized

Taking Your Company from Bare-minimum Monday to Everyday Excellence You may be familiar with Bare-Minimum Mondays, Take-It-Easy Tuesdays, Let’s-Not-Work-Too-Hard Wednesdays, and No-Think Thursdays. Social media has given a humorous twist to online discussions of work...
3 Ways to Unlock Retirement Plan Cost Savings

3 Ways to Unlock Retirement Plan Cost Savings

by Jason George | Apr 22, 2026 | PK Retirement Posts, Uncategorized

Explore high-impact, low-disruption strategies to reduce costs while keeping your benefits competitive. We are often asked how companies can reduce overhead without sacrificing employee satisfaction. Did you know that your retirement plan, healthcare strategy, and...
Understanding the 2026 Roth Catch-up Rule for High Earners

Understanding the 2026 Roth Catch-up Rule for High Earners

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. ...
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Recent Posts

  • 3 Keys to Proactive Plan Sponsor Financial Leadership
  • 401(k) Benchmarking: How Every Basis Point Impacts Outcomes
  • Employee Burnout Solutions That Work
  • 3 Ways to Unlock Retirement Plan Cost Savings
  • Understanding the 2026 Roth Catch-up Rule for High Earners

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