Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Discover how generational shifts, from Boomers to Gen Z, impact 401(k) strategy. Learn plan design ideas to support every stage of the workforce.

Stay current on 2026 retirement plan litigation trends. Learn key ERISA rulings, fiduciary process expectations, ESG cases, and what committees should watch.

Stay organized and build strong financial habits with this Ultimate Financial Goals Planner. Set goals, track progress, and create a yearlong plan for success.

Stay ahead of 2026 retirement plan updates. Learn key SECURE 2.0 changes, new Roth rules, eligibility shifts, and fiduciary trends plan sponsors need to know.

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! Retirement Partners of Hawai`i 1003 Bishop Street Pauahi Tower, Suite 880 Honolulu, Hawai`i 96813 Phone: (808) 681-7799 info@retirementpartnersofhawaii.com www.RetirementPartnersofHawaii.com     Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/S

In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights...

Practical steps to help protect participants' data and meet your fiduciary duties. As a retirement plan sponsor, you are juggling plenty of responsibilities. Investment oversight, fee monitoring, participant education… the list goes on. Now there's another item on your priority list: cybersecurity . If you're thinking "cybersecurity is an IT issue," you're not alone. Many plan sponsors assume data protection falls outside their wheelhouse. But when it comes to your 401(k) pla

Retirement Transition: More Than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and planning. The goal is to have real conversations around the emotional impact this major life transition can have on you, so that you are more prepared. This short video discusses 5 key action areas: Understand emotional changes and norm

The new Retirement Plan Contribution Limits are official. Review the full list of contribution limit changes below and share with your plan

Why human-led employee education still matters   It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out where the next Olympic Games will happen. But when it comes to financial advice, the internet becomes a far riskier place. From TikTok tips to viral Reddit threads, employees are consuming an overwhelming amount of financial content, and not all of it is accurate.