by Elizabeth Peichel | Feb 3, 2026 | PK Retirement Posts, Uncategorized
Notable case highlights and what to expect. It’s been an exciting year for 401(k) plans, with court decisions shaping what’s expected of plan sponsors and fiduciaries. Here are the key decisions and issues to watch going into 2026. Did the Supreme Court make it...
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 Elizabeth Peichel | Nov 17, 2025 | PK Retirement Posts, Uncategorized
There’s More to Transitioning into Retirement than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and...
by Elizabeth Peichel | Nov 9, 2025 | PK Retirement Posts, Uncategorized
Protecting Your Employees from Bad Financial Advice Why Human-led Employee Education Still Matters It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out...
by Elizabeth Peichel | Oct 15, 2025 | PK Retirement Posts, Uncategorized
Elevate the Value of Your Retirement Plan Imagine this: It’s year-end and your CPA just reviewed your projected tax bill. Despite contributing to your 401(k), maximizing deductions, and running a profitable business, you’re still writing a sizable check to the...
