INSIGHTS

FEATURED INSIGHT

What is the 401k Employer Contribution Limit for 2026?

The IRS recently updated 401(k) employee and employer contribution...

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The IRS recently updated 401(k) employee and employer contribution limits for 2026. EP Wealth...

A new year brings new possibilities and a new set of opportunities to keep your financial house in...

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

Learn from EP Wealth’s Regional Director, Rich DeRafelo, CFP®, how proactive tax planning can help...