NEWSLETTER ARTICLES

Q2 2026 Plan Sponsor Newsletter

June 30, 2026

We’re pleased to share the Q2 2026 edition of our Plan Sponsor Newsletter, featuring timely updates and practical insights to help you navigate today’s evolving retirement plan landscape.In this issue, you'll find a recap of key first-quarter legislative and regulatory developments from Washington, best practices for reviewing and updating participant distribution packets, and an overview of recent developments involving alternative investments in 401(k) plans.We hope you find this ...

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Q1 2026 Plan Sponsor Newsletter

March 31, 2026

We’re pleased to share the Q1 2026 edition of our Plan Sponsor Newsletter, featuring timely insights to help you stay ahead in an evolving retirement plan landscape.  In this issue, we highlight key legislative updates to watch, important SECURE 2.0 amendment deadlines approaching in 2026, and recent ERISA litigation trends along with practical fiduciary best practices. We hope you find this edition informative and valuable. Please reach out with any questions—we’re ...

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DEDUCTION LIMITS

QUARTERLY RECAP

INNOVATIONS

CARES Act re COVID-19

MVPer of the Month

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