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 | 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...
