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Catch-Up Contributions: A Guide to Saving More
Catch-up contributions are one of the most valuable and often overlooked tools for building retirement wealth. Catch-up contributions offer a powerful second chance to boost your retirement savings when you need it most.

Michelle Marsh
May 18


SECURE 2.0 Changes to Your 401(k) Plan in 2026
Significant updates to 401(k) plans are coming in 2026 under the SECURE 2.0 Act. These changes will affect plan design, administration, and participant benefits in meaningful ways.

Michelle Marsh
Jan 12


Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.

Michelle Marsh
Nov 19, 2024


How New Substitute Mortality Tables Impact Defined Benefit Plans
Covid-19 prompted the IRS to update its rules on substitute mortality tables. Gain insight on what this mean for defined benefit plans.

Michelle Marsh
Aug 21, 2024


Crafting Your Summary Plan Description: A Beginner’s Guide
A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.

Michelle Marsh
Jul 24, 2024


Understanding 401(k) Hardship Withdrawals
401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.

Michelle Marsh
Jun 20, 2024
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