Originally published in PLANSPONSOR on November 2, 2026.
For plan sponsors, the end of the year marks a finish line for completing plan changes mandated by SECURE 2.0 Act of 2022. But the task of evaluating how plans are measuring up to new industry standards is still underway.
Bonnie Treichel, founder and chief solutions officer with Endeavor Retirement, based in Overland Park, Kansas, is watching plan sponsors asking detailed questions about their participant behavior and their own plan objectives while scrutinizing data about how employees’ retirement accounts are developing, to gauge whether savings are on track.