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...
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...
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...
