Defined Contribution

“2026 will mark a significant period when plan sponsors move from exploration to execution,” said Kevin Crain, Executive Director of IRIC.

The act would streamline the complicated 402(f) notice, which requests a distribution from a 401(k) plan.

Andrew Stumpff Morrison argues that trying to tap nest eggs without help from annuities is unwise.

The IRS also released technical guidance regarding all cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2026 in Notice 2025-67 PDF, posted today on IRS.gov.

Americans older than 75 now control an “extraordinary” amount of wealth relative to younger generations and people who were in that age bracket in past decades.

Although 56% of plan sponsors believe employees are prepared to manage finances without a paycheck in retirement, only 42% of participants feel the same.