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 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...
