Plan Sponsor Newsletter: Navigating 2026 with Confidence
- Summit Retirement Partners
- Mar 23
- 2 min read
With the year well underway, plan sponsors are focusing on evolving regulations, demographic changes, and strategies to support long-term retirement readiness.
Now is a valuable moment to review important provisions, assess SECURE Act updates, and confirm that your plan remains aligned with your company’s goals and workforce needs.
Compliance Deadlines
As we move into Q2, focus on processing corrective distributions and reviewing tax filings. Taking proactive steps now keeps you ahead of year-end compliance tasks.
2026 Roth Catch-up Rule
Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.
What Plan Sponsors Need to Know in 2026
2026 brings new deadlines and rules for retirement plans, from Roth catch-up enforcement to long-term part-time eligibility.
Litigation Updates for 401(k) Committees
Court findings and changes continue to evolve under SECURE 2.0, creating new priorities for plan governance and fiduciary oversight.
Changes in the Labor Force and the 401(k) Plan
As Baby Boomers retire and Gen Z joins the workforce, shifting demographics are reshaping how employers design and communicate retirement benefits.
Employee Education Spotlight
Supporting your employees is a win-win. When employees feel financially confident, they’re more focused, loyal, and productive. Share the Financial Goals Planner, a simple guide that helps employees set priorities, create action steps, and make steady progress toward their financial goals.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
(919) 674-0595
Meredith Barbour, QKA, PPC®
(984) 229-1031
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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