Retirement Plan Resources

2026 DEFINED BENEFIT PENSION RETIREMENT PLAN COMPLIANCE CALENDAR 
Retirement plan sponsors are responsible for compliance with many ongoing reporting, disclosure and notice requirements. This Retirement Plan Compliance Calendar summarizes the major requirements that apply to Defined Benefit (DB) pension plans for 2026. Due dates are based on a calendar plan year and calendar employer tax year and are applicable to plans subject to the Employee Retirement Income Security Act of 1974 (ERISA).

2026 DEFINED CONTRIBUTION RETIREMENT PLAN COMPLIANCE CALENDAR
Retirement plan sponsors are responsible for compliance with many ongoing reporting, disclosure and notice requirements. This Retirement Plan Compliance Calendar summarizes the major requirements that apply to Defined Contribution (DC) plans for 2026. Due dates are based on a calendar plan year and are applicable to plans subject to the Employee Retirement Income Security Act of 1974 (ERISA).

2026 MUNICIPAL PENSION & OPEB REPORT
Our latest report highlights key funding, investment and assumption trends based on data from Connecticut municipal plans. While rooted in CT data, the findings provide valuable insight for plan sponsors nationwide. Explore the report to benchmark your plan and gain perspective on emerging trends.

2026 IRS COST-OF-LIVING ADJUSTMENTS (COLA) AFFECTING RETIREMENT PLANS
The Internal Revenue Service has announced annual cost-of-living adjustments applicable to pension and profit sharing plans, effective January 1, 2026. In accordance with legislative guidelines, these limitations are adjusted annually to reflect changes in the cost-of-living index. The guidelines are similar to those used to adjust Social Security benefits.

2026 RETIREMENT SAVER'S CREDIT
The Saver's Credit, also known as the Credit for Qualified Retirement Savings Contributions, was designed to help low- to moderate-income individuals save for retirement by providing an additional credit toward tax liability on top of existing retirement savings incentives. Learn who is eligible and how it works.

LAUNCHING PENSION BRIEF
We’re excited to introduce Pension Brief, our new quarterly newsletter for defined benefit (DB) plan sponsors. Each issue includes a quarterly annuity update, expert insights on risk management, regulatory changes, and plan administration strategies—plus upcoming webinars and events.  Explore the latest quarterly annuity update and discover actionable insights to support your organization’s retirement plan goals.

2026 TAX TABLES
Access our tax reference guide for 2026. Information contained herein is provided solely for educational purposes only, subject to legislative changes and is not to be construed as investment, legal or tax advice. Prior to acting on this information, we recommend that you seek independent advice specific to your situation from a qualified investment/legal/tax professional. Please reach out to your USICG representative if you have any questions.