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Retirement Plans

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Top 3 Ways Your Company’s Retirement Plan Could Save You Money

February 2, 2026

If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a box to check, a cost to absorb, or a compliance headache to get through each year. But the truth is this: when strategically designed and properly supported, your company’s retirement plan can become one of the strongest financial tools you have in your control for retaining top talent, improving culture, and strengthening long‑term profitability. Here

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Picture of two middle aged men in suit coats with the question that reads Does Your Retirement Plan Stack Up?

Does Your Company Retirement Plan Stack Up?

January 5, 2026

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people

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A dark skinned man is looking over a binder of IRS rules with a magnifying glass

2026 IRS limits announced

November 14, 2025

NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.  For advice on tax planning, book time with a SYM advisor. Contribution Limits 2026 IRA Contribution IRA Catch-up Contribution 401(k) Elective Deferrals 401(k) Catch-up Contribution

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Picture of two middle aged men in suit coats with the question that reads Does Your Retirement Plan Stack Up?

Does Your Company Retirement Plan Stack Up?

November 12, 2025

  In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from

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Cover of the podcast "Executive Decisions: A Podcast for Business Leaders." Episode 20 features corporate executive Ed Mohr. The design includes an abstract white arrow on a green background, symbolizing growth and direction.

Balancing Growth and Experience with Ed Mohr

July 11, 2023

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions, and 401 k plans globally. As a member of the Global Senior HR Leadership Team, he plays a

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Logo featuring the text "SYM Investment Fundamentals Part 2." Above the text, there is a stylized hand placing colored blocks in a grid, symbolizing strategic stock market planning.

Investment Fundamentals Part 2. Our Marvelous Markets.

January 31, 2023

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades. One of the best ways to combat recency bias is by focusing instead on the fundamentals that have served investors well for centuries, if not millennia. In this series, we’ll

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