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.

The Pooled Employer Plan (PEP) has been promoted to small businesses as a smart shortcut to affordable, hassle-free retirement benefits. But do PEPs live up to their promise?

Section 603 of SECURE Act 2.0 has brought new catch-up requirements administrators need to be aware of.

Following the 2008 financial crisis, student loan debt became a major economic issue in America. In fact, according to Education Data Initiative , Americans owe more than $1.7 trillion in student loans. While there are a few ways you can pay down your student loans, one option that many people don’t know about is utilizing SECURE Act 2.0. Student loan debt is a challenge for many Americans Student loan debt is a major challenge for many Americans. According to World Economic

With the passing of SECURE Act 2.0, many changes are underway to help Americans save for retirement more easily. One such change is a new incentive for low to moderate income individuals that will transition a Saver’s Credit into a government match. To prepare for the official switch coming in 2027, let’s look at the differences between retirement Saver’s Credit vs Match and the benefits of this new legislation. Retirement Saver’s Credit Currently, qualified contributors to 4

When SECURE Act 2.0 was officially signed at the end of 2022, over 90 changes were issued to help reform the retirement system so...