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Articles by Robbin D. Flis
Trump Accounts: What Employers Need to Know
Created under the One Big Beautiful Bill Act (OBBBA), Trump Accounts are a child-focused savings vehicle designed to help families begin building long-term savings earlier in life.1 The accounts began accepting contributions on July 4, 2026, and early employer interest has appeared strong.1 That said, adoption is still in the early stages. Many employers are watching the regulatory environment before making an official decision.
Fiduciary Academy: Q1 Quarterly Litigation, Legislation, & Retirement Trends
Join us for an essential webinar designed specifically to help you manage your retirement plan. In this session, we will cover the latest developments in litigation, legislation, and retirement trends for the third quarter of 2025. Stay informed to keep your retirement plan optimized and compliant with current regulations. Gain valuable knowledge from our experienced advisers as they provide in-depth analysis and practical advice for your plan.
2026 Retirement Plan Contribution Limits
Date 11.14.2025 Read Time 2 minutes The Internal Revenue Service (IRS) has released all retirement plan limits for the 2026 calendar year. These limits are adjusted for inflation on an annual basis. In some cases, limits are the same as those in the calendar year 2025.
The Impact of the Government Shutdown on Retirement Plans
Date 10.03.2025 Read Time 2 minutes On Wednesday, October 1st, the government shut down after budget discussions failed to reach a resolution by the end of September. As a result, many regular government functions have been suspended, and a significant portion of staff have been furloughed.
Trump’s 2025 Executive Order Opens Doors to Private Market and Digital Assets for Retirement Plans
Date 8.18.2025 Read Time 3 minutes On August 7th, 2025, President Trump signed an executive order that would increase the access of private securities and digital assets within retirement plans.1 This executive order would allow plan participants to include private market investments and digital assets in retirement plan investment options, expanding the investment options available to plan participants, creating added flexibility and creativity within investment lineups.
Fiduciary Academy: Q3 Quarterly Litigation, Legislation, & Retirement Trends
Join us for an essential webinar designed specifically to help you manage your retirement plan. In this session, we will cover the latest developments in litigation, legislation, and retirement trends for the third quarter of 2025. Stay informed to keep your retirement plan optimized and compliant with current regulations. Gain valuable knowledge from our experienced advisers as they provide in-depth analysis and practical advice for your plan.
Need-to-Know Quarterly Compliance Recap for Employers [May 2025 Update]
Date 5.13.2025 Read Time < 1 minute Do you have trouble staying up-do-date on the whirlwind of requirements and regulations affecting your business? Our team has you covered. From new legislation to executive action, 2025 is shaping up to be a big year for compliance and employers need to be ready. Watch this on-demand webinar to hear insights from leaders in benefits, HR, and retirement planning as they break down what these latest developments mean for organizations like yours.
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