The IRS has released proposed regulations that update the SECURE Act 2.0 catch-up contribution rules for 401(k) plans. These changes include higher contribution limits for participants aged 60 to 63 and new Roth contribution requirements for higher earners. Read the blog for key provisions, compliance considerations, and what plan sponsors need to know to prepare for these important updates.

The Trump administration has launched a sweeping effort to review and scale back federal regulations, including those impacting retirement plans. Through a series of recent executive actions, the administration has frozen new regulations, introduced an ambitious “10-to-1 Deregulation Initiative,” and directed federal agencies to reassess existing rules for necessity, statutory authority, and constitutional alignment. Read the blog to learn what these changes could mean for the regulatory landscape and how they may affect plan sponsors and fiduciaries going forward.

A bipartisan bill has been introduced that could modernize 403(b) plans by allowing the use of Collective Investment Trusts (CITs). Our latest blog explains how this legislation aims to expand investment choices, clarify fiduciary duties, and simplify administration while enhancing protections for plan participants. Learn what these proposed changes could mean for your retirement plan strategy.

Discover how small, specific data within your organization—like employee feedback and usage metrics—can unlock actionable insights to refine retirement plans, boost engagement, and improve outcomes. Learning how to leverage these hidden opportunities can make a big impact on your participants' financial wellness.

Did you know 67% of investors spend no time on retirement planning each month, including over half of pre-retirees aged 55-65? Explore how plan sponsors can bridge this gap with proactive education, personalized strategies, and flexible retirement options to help participants secure their financial future.

More retirees are choosing to keep their 401(k) savings within their employer’s plan after retirement, benefiting from familiar options and lower fees. Discover how employers are enhancing retirement income solutions, such as annuities and systematic withdrawals, to help retirees transition seamlessly from saving to spending.

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Read our five essential strategies to help you succeed.

We're pleased to announce KerberRose Retirement Plan Services, for its fifth consecutive year, has been named as one of the Nation’s Top DC Advisor Teams for 2025!