We're pleased to share the installment of the quarterly plan sponsor newsletter, which features several timely topics to help you navigate important retirement plan changes and requirements.  This edition spotlights the new super catch-up option that provides enhanced retirement savings opportunities for eligible participants. We've also included essential best practices for submitting year-end census data accurately and promptly—a critical process that ensures proper administration and compliance for your plan. Additionally, you'll find important information about the Long-Term Part-Time (LTPT) employee rule change that took effect this year, which expands retirement plan access. Finally, we look ahead to the ROTH catch-up contribution requirements scheduled for 2026 implementation. As always, we're here to support you with any questions or assistance needed to optimize your retirement plan.

Click here to access the newsletter which has also been posted to our website.

We welcome you to our newest edition.  Please feel free to contact us for additional information on any or all of these topics.