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 your plan consultant.

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 starting after December 31, 2025, it is important to note that the effective date of the Roth requirement was not delayed. [...]