Sending You Warm Holiday Wishes
With the holiday season approaching, we want to take a moment to share our heartfelt appreciation for the opportunity to support your organization and its meaningful mission.
Your commitment to helping others prepare for and navigate retirement is deeply important, and we’re honored to be part of it.
We’re truly grateful for your partnership and the trust you place in us. Thank you for allowing us to contribute to this purposeful work. We remain committed to supporting you and those you serve with care, integrity and purpose.
Wishing you and your loved ones a joyful holiday season filled with warmth, peace and togetherness.
We’ve outlined a few important updates below – we hope the contents of this newsletter will be helpful to you.
Current
New IRS rules effective Jan. 1, 2026 require higher-earning employees to make catch-up contributions on a Roth basis. Click to review key updates and action steps.
Loan Processing Update – Amortization Schedule No Longer Required
Effective immediately, Loan Applications for Recordkeeping-Only Plans no longer require a submitted amortization schedule. Repayment terms entered on the application will generate the schedule automatically in our system.
Upcoming Webinars
Register Today: Year-End Webinar
We’re hosting Year-End Census Review Webinars Jan. 6 and 7, 2026. Join us to learn how to streamline submissions, avoid delays and ensure accurate year-end compliance testing.
For Your Information
Payroll 360 Feedback Report Enhancement
We’ve enhanced the 360-payroll integration to improve data accuracy, simplify reporting and streamline communication with payroll partners. Key updates include more precise contribution rate reporting and expanded visibility for pre-eligibility changes.
As the last days of summer come into view, it’s time to begin preparing for year-end plan administration tasks.
Building Excellence Based on Your Feedback
ERISApedia offers a powerful suite of web-based resources to professionals working with retirement plans. From the industry’s most comprehensive compliance oriented reference ebooks to expert support and business.
Upcoming
How-to Video Library
We’re excited to be developing a series of participant how-to videos to provide step-by-step guidance on common requests. When complete, these videos will be embedded in the participant online portal for easy access, and we will also provide the entire library to you. There will be more details to follow in the coming months.