Fred Barstein discusses American Trust acquiring Ascensus, advisor movement, private investments in DC plans, the explosion ...

Greetings & a warm welcome to this week’s edition of 401k Real Talk. This is Fred Barstein contributing editor at WealthManagement.com’s RPA omnichannel and CEO at TRAU, TPSU & 401kTV - I review all ...

In January 2026, the new Roth catch-up rules take effect. The mandate prevents workers over 50 who earned more than $150,000 the prior year from making pre-tax catch-up contributions to their 401(k).

A popular tax break for workers nearing retirement age to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new regulations last ...

Before we get into a big 401(k) change for higher earners that's coming in 2026, let's review what maxing out one of these workplace plans will look like in the new year. If you're under 50, your ...