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Legislative Highlights | Spring 2026

Key Retirement Policy Proposals to Watch in 2026Retirement policy in the United States continues to evolve as lawmakers work to address growing concerns about retirement readiness, access to

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Stable Value Funds: Opportunity, Evolution, and Plan Sponsor Considerations

Stable value funds have long played an important role in defined contribution plans. Designed to preserve capital while offering returns higher than traditional cash options, such as money market

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Retirement Plan Trends and Priorities for the Second Half of 2026

As the second half of 2026 begins, several important retirement plan trends are emerging that will shape plan sponsor priorities through year-end. Legislative changes, shifting workforce

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Quarterly Bulletin News

SECURE 2.0 Amendment Deadline Approaches: What Plan Sponsors Need to Know

For many retirement plan sponsors, December 31, 2026 marks an important compliance deadline. By year-end, most private-sector retirement plans must formally amend their plan documents to reflect

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Beyond Saving: What Participants Want From Their Retirement Plan in 2026

For years, workplace retirement plans were largely measured by how effectively they helped participants accumulate savings. In 2026, that expectation has expanded. Today’s participants want

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PCA Named a 2026 Top Workplaces Winner by the Cincinnati Enquirer

For the eighth year in a row, PCA has been named a Top Workplace by The Cincinnati Enquirer. We extend our sincere gratitude to our trusted clients and dedicated

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MEPs & PEPs | Understanding Today’s Pooled Retirement Plan Options

Employers looking to offer retirement benefits are increasingly exploring pooled arrangements such as Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). Both structures allow multiple

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Did You Know? | Summer 2026

More than 4.1 million Americans are turning 65 every year through 2027. This demographic wave represents the largest surge of Americans reaching traditional retirement age in history and is

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Legislative Highlights | Summer 2026

Understanding the New Trump Accounts One of the new savings provisions included in the One Big Beautiful Bill Act is the creation of Trump Accounts, a new tax-advantaged investment account

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Tax Talk | Spring 2026

In this issue of Tax Talk, we highlight several important upcoming compliance deadlines as well as the rules surrounding Required Minimum Distributions. Upcoming Compliance DeadlinesApril