Compliance November 17th, 2025 Year-End Plan Adjustments Not Delayed by Late Contribution Limits While 2026 retirement plan contribution limits were delayed by weeks, it is business as usual for payroll providers and recordkeepers’...
Compliance November 13th, 2025 IRS Raises 401(k) Contribution Limit to $24,500; IRA Limit to $7,500 The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related items for tax year 2026.
Products February 5th, 2024 Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool The firm’s Retirement Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum...
Compliance News Legislative and Judicial Actions The DOL presents its final ESG rule, IRS simplifies certain 403(b) plan terminations, and more.
Data & Research August 23rd, 2018 Many Gen Xers, Gen Yers Maxing Out Retirement Savings They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.