Entries by Pension Plan Specialists

2026 Contribution Limits

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2026: Review the full list of contribution limit changes below and share with your plan participants! 2026 Contribution Limits PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 360-694-8409 pensionplanspecialists.com info@TPAteam.com This information was developed as a general […]

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Plan Sponsor Newsletter: Plan Design Considerations Edition

Retirement plan rules are changing, and we are here to keep you informed and updated. Here’s what you need to know: PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 360-694-8409 pensionplanspecialists.com info@TPAteam.com This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or […]

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Americans Are Retiring Later: Here’s Why

Employers can help improve retirement readiness, so workers retire on time. More workers are planning to retire at 70—or never. This could impact your workplace. What’s holding them back? The good news? You can help them feel more ready for retirement by providing helpful education, promoting catch-up savings options, sharing practical healthcare strategies, and offering […]

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Retirement Readiness Starts Now: Helping Employees Plan with Confidence

Practical ways employers can support their workforce’s financial future Many Americans are thinking seriously about their financial future—and with good reason. The economy and rising cost of living have left people feeling uncertain about what lies ahead. Recent research from the 2025 Transamerica Retirement Survey[1] offers a clearer picture of what today’s workforce is facing: […]

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Pre-retirement Savings Guide

Smart strategies to optimize your retirement savings and prepare for what’s ahead Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices. Watch the Video What you’ll learn: You can also download […]

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Plan Sponsor Newsletter: Plan Design Considerations

Is your retirement plan design helping owners and employees thrive? With the right tools, you can boost savings, implement tax strategies, stay competitive, and create a workplace that motivates. Dive into these key strategies to elevate your plan design. Read the full newsletter now PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 […]

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Is It Time to Consider a Cash Balance Plan?

Ever wonder if a Cash Balance plan is right for your company? You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and […]

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Understanding Student Loan Matching Programs

Student loans can hold your employees back—and their retirement savings too. A student loan matching program can change that. How a student loan matching program works: Why it’s a game-changer: Starting in 2025, SECURE 2.0 makes it easier to match loan payments with retirement contributions. Is this program right for your team? PENSION PLAN SPECIALISTS, […]