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Retirement Plans

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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Image of the U.S. Capitol building against a clear blue sky with the text "THE SECURE ACT 2.0" written on the right side.

What’s in the SECURE 2.0 Act?

January 5, 2023

How will the Secure 2.0 Act affect your retirement? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was just enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or

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A hand writes "401(K) PLAN" in red marker on a whiteboard. Below the text are the numbers 1, 2, and 3, indicating a list. The SYM Financial Advisors logo, with green text and a leaf graphic, is displayed at the bottom left, promoting their expertise in 401k plans for business.

3 Reasons to Provide an Employer-Sponsored Retirement Plan

December 12, 2022

As open enrollment approaches, you may be wondering if it’s time to add a retirement plan to your employee benefits package. Or, you might simply want to provide more information about what is currently available to your employees. While employer-sponsored retirement plans offer numerous benefits to employees, there are some serious benefits to focus on from the employer’s perspective. When it comes to retirement plans, there are a few key things to keep in mind.

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