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SECURE Act 1.0 and 2.0: Key Changes to 401(k) and 403(b) Plans for 2025 and 2026

The SECURE Act 1.0 (2019) and SECURE Act 2.0 (2022) have introduced transformative changes to 401(k) and 403(b) retirement plans,…

Mandatory Roth Catch-Up Contributions for High Earners: Are You Ready?
November 16, 2025
One of the major changes to retirement plans under the SECURE 2.0 Act of 2022 is that catch-up contributions for …Read More »
The 2026 Roth Catch-Up Rule: What Employers Need to Know (and How to Get Ahead of It)
October 24, 2025
You may have already heard about the upcoming Roth Catch-Up Rule for 401(k) and 403(b) plans, but it’s worth emphasizing …Read More »
How Plan Administrative Fees Can Be Charged to 401(k) and 403(b) Participants
June 30, 2025
Who Pays for Retirement Plan Fees? Let’s Break It Down In our last article, we talked about what can and …Read More »
Why 2025 Is the Year to Launch a 401(k) Plan for Your Small Business
April 22, 2025
In today’s competitive business landscape, offering a robust employee benefits package is essential for small businesses. A 401(k) plan is …Read More »
The Advantages of 457(b) Plans for Non-Profits
April 14, 2025
In the realm of non-profit organizations, securing financial stability for employees while maintaining the organization’s mission is paramount. Amidst the …Read More »