Between industry news and personal experience.

The new Retirement Plan Contribution Limits are official. Review the full list of contribution limit changes below and share with your plan participants!

Discover retirement plan design & administration strategies in our newsletter. Learn about tips for retirement plan reviews, correcting plan errors, and strategies to help prevent delayed retirement.

Learn about five frequent retirement plan errors and how to resolve them. Stay compliant and manage your plan with confidence using these tips from Jacobs Financial Partners.

Explore the 6 key components of an effective retirement plan review, including participation, deferrals, asset allocation, and important updates. Here are few ways you can optimize your 401(k) plan for success in Connecticut.

Discover innovative plan strategies in our newsletter. Learn about in-plan retirement income solutions, regulatory updates, and SECURE 2.0 provisions for 2025 to boost employee benefits.

Explore how SECURE 2.0 transforms retirement plans with Jacobs Financial Partners. Prepare your plan for changes in long-term part-time worker eligibility, Roth matching, auto enrollment, and more.