Key Takeaways
Rule Change Hits in 2026: High earners making $145,000 or more will lose the ability to make pre-tax 401(k) catch-up contributions.
More Taxes, Less Flexibility: All additional contributions must now go into Roth accounts, meaning taxes are paid upfront...
Key Takeaways:
Greater Access to High-Growth Investments: Trump’s executive order directs the DOL and SEC to make it easier for 401(k) and workplace plans to include private equity, real estate, and other alternative assets.
Maintains Fiduciary Protections: Employers must still conduct thorough due...
