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Which Retirement Plan Limits Changed for 2026: Advisor Highlights
Denis Appleby via LinkedIn Link to more items from this source
[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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