Browsing Tag
Mercer
33 posts
Few Employers Consider Offering Trump Accounts
Over half do not expect to move forward with Trump Accounts in the near-future, Mercer findings show
Health Insurance Costs Anticipated to Surpass $18K in 2026
Plan sponsors are prioritizing measuring their health plan’s value to participants, Mercer finds
DC Plan Sponsors to Focus on Financial Wellness, Compliance and Cutting Costs in 2026
New Mercer report shows sponsors actively exploring innovative plan designs and advanced investment solutions, such as PEPs and AI strategies
2026 IRS Retirement Plan Contribution Limits All But Official
While the IRS hasn’t yet officially announced next year’s limits, the only real mystery involves catch-up contributions for ages 60-63
$1K Boost Projected for 2026 401(k) Employee Contribution Limit
While employee cap expected to go from $23,500 to $24,500, forecasters say maximum annual addition for DC plans could increase to $72,000 or $73,000 based on final month of CPI data
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more
Corporate Roundup: CFP Board CEO Announces Retirement, HSA Bank Updates Logo
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more
Official 2025 401(k) Contribution Limit Announcement Due Soon: $500 Bump Expected
Based on September inflation figures, total employee contribution limit is expected to increase by $500 instead of $1,000
Mercer Advisors Builds Presence in North Carolina and Philly With New Deals
The Denver-based wealth manager announced the acquisitions of two multi-million dollar RIAs this week