Published May 08 2026
18 min read
SECURE Act 2.0: Changes to retirement planning (2026)
By Vicki Waun
Vicki Waun
Senior Legal Product Analyst at Human Interest
Vicki Waun, QPA, QKC, QKA, CMFC, CRPS, CEBS, CPC, is a Senior Legal Product Analyst at Human Interest and has over 20 years experience with recordkeeping qualified plans, along with extensive experience in compliance testing. She earned her BSBA in Accounting from Old Dominion University and is a member of ASPPA.
Published May 27 2016
10 min read
401(k) nondiscrimination testing compliance deadlines
By Vicki Waun
Published Dec 05 2025
9 min read
A guide to switching from a SEP IRA to a 401(k)
By Vicki Waun
Published Jul 05 2022
15 min read
Finding the right 401(k) recordkeeper and why it matters
By Vicki Waun
Published Dec 13 2019
8 min read
What happens if you withdraw from your 401(k) early?
By Vicki Waun
Published Feb 07 2023
7 min read
The benefits of automatic escalation in 401(k) plans (2026 updates)
By Vicki Waun
