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Which Retirement Plan Limits Changed for 2026: Advisor Highlights
Denis Appleby via LinkedIn 
[Guidance Overview] Jan. 7, 2026 "Several key retirement plan limits increased for 2026, and expanded catch-up contribution rules continue to apply.... These increases may affect: [1] Safe-harbor contribution formulas; [2] Owner-only and small business plan funding strategies; [3] Payroll deferral elections and year-end true-ups; [4] Participant communications and compliance reviews." MORE >> |
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