SECURE Act 2.0: Roth & RMD Rules for 2026
The SECURE Act 2.0, signed into law on December 29, 2022, as part of the year-end spending bill, builds upon the original SECURE Act of…
October 14, 2025
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6 min read
The Power of Collective Investment Trusts in Retirement Plans
In today’s increasingly complex retirement plan environment, financial professionals are seeking investment options that deliver value, efficiency and fiduciary alignment. At Ameritas, we understand the…
June 24, 2025
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6 min read
Ameritas Managed Account Programs: Meeting 2025 Retirement Needs
The retirement planning landscape is evolving rapidly in 2025, driven by significant trends that are reshaping how individuals and employers approach retirement savings. According to…
March 12, 2025
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6 min read
Share the 2025 Cost of Living Adjustment Announcement with Your…
The IRS recently announced the Cost of Living Adjustment (COLA) with the defined contribution plan annual additions limit increasing from $69,000 to $70,000. For financial…
November 5, 2024
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4 min read
New Ameritas 403(b) PEP Brings Retirement Plan Options to Nonprofits
For nonprofit organizations seeking to hire top talent, the ability to offer a suite of attractive benefits is critical in a tight labor market. Traditional…
May 28, 2024
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4 min read
Chris Miller Champions Ameritas Retirement Plans in the PEO Space
Given the proven position Ameritas retirement plans has in the multiple employer plan marketplace, we serve effectively in many unique channels. To deepen our commitment…
November 13, 2023
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6 min read
Joining vs Sponsoring a Pooled Employer Plan: Pros and Cons
PEPs can be a great solution for many small businesses, giving them the opportunity to attract and retain top employee talent while reducing their in-house…
September 22, 2023
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8 min read
What’s the Difference Between MEPs and PEPs?
Now more than ever, small- and medium-sized businesses are actively exploring the idea of offering retirement plans to their employees. Well-managed, competitive 401(k) programs can…
August 18, 2023
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6 min read