This quarter’s plan sponsor newsletter highlights what to focus on for 2026, including updates related to SECURE 2.0 and plan design considerations. Stay informed and ready for what’s ahead.

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Demographic cycles, generational expectations, and evolving retirement income solutions are reshaping the cost and opportunities of retirement plan design