Browsing Tag
Mercer
36 posts
Insiders Project $100 Rise for 2027 HSA Contribution Limit
As the wait continues for the IRS to release official 2027 health savings account limits, forecasts align that the self-only limit will increase to $4,500 while family rates will either be $8,950 or $9,000
Exploring the Target Date Landscape with Mercer’s Preet Prashar
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TDF trends for 401(k) advisors.
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
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