Spectrum Investment Advisors recently hosted our 21st Annual Retirement Plan Seminar for CPAs, business owners, HR leaders, and retirement plan committees where we shared a variety of important decisions that leaders need to consider today. Here are some of the top data points.

Thank you for joining Spectrum Investment Advisors & WICPA for the 21st Annual Retirement Plan Investment Seminar.

Managing a retirement plan requires staying ahead of critical deadlines to ensure compliance with IRS and Department of Labor (DOL) regulations. As a plan sponsor, missing key filing or disclosure deadlines could result in penalties, additional taxes, or complications for your organization and plan participants. To help keep you on track, we’ve outlined essential deadlines for the 2026 calendar year, covering compliance testing, participant disclosures, tax filings, and contr

Retirement plan contribution limits are adjusted each year. For 2025, here is how much you can save.