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2026 RETIREMENT PLAN LIMITS
The federal government has released the 2026 dollar limits that apply to qualified retirement plans. Download our 2026 Plan Limit document to compare these new limits with 2025. If you have any questions, please contact [...]
Roth Catch-Up Rule
In September of 2025, the Internal Revenue Service (IRS) issued final regulations on the Roth catch-up contribution requirement mandated by the SECURE 2.0 Act. Although the final rules officially apply to contributions for taxable years [...]
2025 RETIREMENT PLAN LIMITS
The federal government has released the 2025 dollar limits that apply to qualified retirement plans. Download our 2025 Plan Limit document to compare these new limits with 2024. If you have any questions, please contact [...]
WHAT IS A SAFE HARBOR 401(K)?
A Safe Harbor 401(k) plan generally satisfies the non-discrimination requirements for elective deferrals and employer matching contributions as long as a few rules are satisfied. For a 401(k) Plan to be considered a Safe Harbor [...]
NATIONAL RETIREMENT SECURITY MONTH – OCTOBER 2024
Save the date for National Retirement Security Month: Coming in October! A great opportunity to increase awareness about the importance of saving for retirement! Stay tuned for campaign materials and more information from Randall & [...]
2025 HOLIDAY CLOSURES
Wednesday, January 1st (New Years Day Observed) Friday, April 18th (Good Friday) closure at 2:00 Monday, May 26th (Memorial Day) Friday, June 19th (Juneteenth National Independence Day) Friday, July 4th (Independence Day) Monday, September 1st [...]