Tucson, AZ – December 30, 2025 – Pinnacle Plan Design, LLC, a leading actuarial consulting and third-party administration (TPA) firm, is pleased to announce the addition of Joe Nichols, EA, FSEA, ASA to its actuarial team. Widely respected throughout the…
View This Newsletter: Cost of Living Adjustments for 2026 Cost of Living Adjustments for 2026 In this quarter’s edition, you will find: Cost of Living Adjustments for 2026 Roth Catch-Up is Final – What Plan Sponsors Need to Know Year-End…
Learn how the SECURE 2.0 Act’s 2026 Roth catch-up contribution rules impact Highly Paid Individuals and explore the Deemed Roth Election approach for easier compliance.
View This Newsletter: Plan Sponsor Quarterly Update – Fall 2025 In this edition, we discuss… What’s New in Washington: Legislative Update Best Practices: IRS Guidance on Uncashed Checks Hot Topic: Alternative Assets in 401(k) Plans: What Plan Sponsors Need to…
Updated November 14, 2025 “Highly Paid Individual” is not found in the law. It is a term used in the retirement plan industry to describe high earners that are no longer allowed to make pre-tax catch-up contributions after 2025 under…
View This Newsletter: En Garde! The Challenge with Forfeitures En Garde! The Challenge with Forfeitures In this quarter’s edition, you will find: En Garde! The Challenge with Forfeitures Addressing the Challenge of Uncashed Distribution Checks Divorce and the Retirement Plan…
View This Newsletter: Plan Sponsor Quarterly Update – Summer 2025 In this edition, we discuss… What’s New: A Look at the Pentegra Suit Best Practices: Recent Legislative Trends Hot Topic: DOL Releases New Annual Funding Notice Guidance Learn more
View This Newsletter: Keep on Talkin’ Keep on Talkin’: Keeping Your Participants Engaged is a Must In this edition, we discuss: Keep On Talkin’ Lost but Not Forgotten Which Bond is Best? Upcoming Compliance Deadlines Learn more
View This Newsletter: Plan Sponsor Quarterly Update – Winter 2025 In this edition, we discuss… What’s New in Washington: SECURE 2.0’s Age 60-63 Super Catch-Ups Begin January 1st Best Practices: Year-End Information Collection Hot Topic: SECURE 2 Reminders for 2025…
Read more here! Reminder: Age 60-63 Super Catch-Ups Begin January 1st