Changes in legislation for 2026

The year 2026 brings both major and minor shifts to retirement planning. Join us Thursday, January 22 @ 9am PT/12pm ET to learn how these changes impact your paycheck and how to take advantage of the newly increased IRS contribution limits.

We’ll cover:

• 2026 IRS Limits: Base limit, catch-up, and super catch-up increases. 

• Mandatory Roth Catch-Up: The new tax reality for those earning >$150k.

• Compliance: Paper statement defaults and LTPT vesting rules. 

• Delayed Change: The “Saver’s Match” has a new start date.

• And a couple niche changes you may not have heard about:

  • Benefits Expansion: ABLE account eligibility rises to age 46.

  • Deadlines: QBAD repayment cutoff.

Human Interest Inc. does not provide tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness.