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...
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...
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...
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...
