MJ Insight

Explore MJ Insight, where we cover trending topics, provide industry insights, and keep you up-to-date on the latest compliance regulations.

Compliance
Benefits+ | Compliance

Q1 CHECK-IN: STATE EMPLOYEE LEAVE LAW DEVELOPMENTS

In line with recent years, 2026 has so far been an active one for employee leave laws at the state level. Since the beginning of the year, brand-new paid family and medical programs have been launched in Delaware and Minnesota, (…)

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News and Updates
Logo design featuring the text "NAPA Top DC Advisor Teams" above three abstract figures in gray, orange, and blue, alongside the "MJ Retirement" logo in a modern font with teal accents. Ideal for showcasing top retirement advisory teams.
PUBLISHED April 2nd, 2026

MJ Retirement Named As One of Nation’s Top DC Advisor Teams

The MJ Companies

MJ Retirement has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams …

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Retirement
Hand inserting a coin into a pink piggy bank against a light blue background, symbolizing savings and financial planning.
PUBLISHED March 12th, 2026

530A Accounts (“Trump Accounts”) — Summary as of 3/5/2026

Scott T. Bilyou

What Is a 530A / Trump Account? A new type of individual retirement account for children under age 18, created under the One Big …

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Retirement
Person holding a piggy bank with a checklist in the background, symbolizing savings and financial planning.
PUBLISHED March 10th, 2026

A Retirement Plan Spring-Cleaning Checklist

The MJ Companies

Spring is right around the corner, and I’m not about to ask you to clear out closets or face whatever has collected behind your …

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Retirement
Shopping cart with Bitcoin coins and cash on a laptop keyboard, symbolizing cryptocurrency and digital finance trends.
PUBLISHED December 9th, 2025

Are Private Market Investments Right For Your 401(k)?

The MJ Companies

Alternative investments have been around for a long time, but for years they were mostly limited to wealthy individuals and big institutions that could …

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Retirement
Low-angle view of classical architectural columns with intricate detailing against a bright blue sky, showcasing the grandeur of the building and sunlight filtering through the clouds.
PUBLISHED November 14th, 2025

IRS Announces 2026 Retirement Plan Limits

Doug Prince

The IRS has released Notice 2025-67, containing cost-of-living adjustments for 2026 that affect amounts employees can contribute to 401(k) plans and individual retirement accounts …

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Retirement
Person counting and stacking coins on a wooden table, representing financial planning and savings.
PUBLISHED July 8th, 2025

Retirement Benefits: What’s Next for Employers? 

The MJ Companies

When it comes to aligning retirement benefits to organizational strategy, CEO of MJ Retirement Doug Prince told SWERVE seminar attendees gathered at the Indiana …

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Benefits+
Two individuals discussing business documents at a wooden table, focusing on graphs and data analysis. One person holds a pen while pointing to a report, and the other examines the papers, with a calculator and additional documents visible on the table.
PUBLISHED April 29th, 2025

Clorox and the Case for Documenting Plan Forfeiture Decisions 

Doug Prince

Opportunity comes in many forms, and for creative litigators, more of it may be coming from the ways large employers use forfeitures from their …

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Benefits+
Close-up view of classical architectural columns with fluted design, showcasing the texture and details of the stonework and steps, symbolizing strength and stability in historical buildings.
PUBLISHED April 24th, 2025

Supreme Court Ruling May Lead to More Fiduciary Lawsuits Under ERISA

DeAnn Deck

On April 17, 2025, the U.S. Supreme Court ruled that a group of employees may challenge their employer’s fee arrangement with a retirement plan …

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Benefits+
A cozy café scene featuring an older man seated at a wooden table, enjoying a cup of coffee. The background includes large windows with a view of passersby and colorful pendant lights hanging above. A glass of water and an empty plate are on the table, adding to the inviting atmosphere.
PUBLISHED March 4th, 2025

What’s good for the environment may not be good for your 401(k) participants

Doug Prince

We’ve had a number of questions from clients about adding environmental, social and governance (ESG) investments in their retirement plan. To date, the law …

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Benefits+
Pink piggy bank on a blue pathway with three directional arrows, symbolizing financial choices and savings strategies.
PUBLISHED December 10th, 2024

A Future of Greater Benefits Flexibility for Employees

Doug Prince

Benefits may change, but these truths will never change: For any group of employees, a broad range of priorities and needs exist. And the …

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Benefits+
United States Capitol building in Washington, D.C., featuring its iconic dome and statue on top, surrounded by clear blue skies and trees. The image highlights the architectural grandeur and historical significance of the Capitol, a symbol of American democracy.
PUBLISHED November 5th, 2024

IRS Announces 2025 Retirement Plan Limits

DeAnn Deck

The IRS has released Notice 2024-80, containing cost-of-living adjustments for 2025 that affect amounts employees can contribute to 401(k) plans and individual retirement accounts …

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News and Updates
Logo of MJ Retirement alongside the Centre for Fiduciary Excellence emblem, emphasizing retirement planning and fiduciary services.
PUBLISHED August 1st, 2024

MJ Retirement Receives Expanded CEFEX DOL Cybersecurity Certification

The MJ Companies

INDIANAPOLIS (August 1, 2024) – MJ Retirement, the fiduciary arm of The MJ Companies, a leading financial services firm for 60 years, is proud …

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