The new year promises to be a dynamic one for retirement plan sponsors and participants. Do you have the insights you need, to lead your clients through what’s coming and win more plans?
We’ve identified eight key trends that may be most top of mind for sponsors, heading into 2026:
- TDF Evolution
- SECURE 2.0 Optimization
- Meeting Auto-Enrollment Mandates
- Sharpened Focus on Decumulation
- Student Loan Repayment Match
- AI’s Growing Influence
- Roth Matches
- In-plan Emergency Savings Options
Looking for an easy conversation starter to use with plan sponsors? Download our checklist and share it with your clients and prospects to show them you’re ready for what’s next.
