2026 Retirement Planning Considerations + Market Intelligence Update

Jenna Witherbee discusses retirement planning considerations for 2026, including ways to save and new limits, notable 2026 deadlines, pre-tax vs Roth contributions, and strategies to help you stay on track.

And one of our regular guest presenters, Emily Roland, the Co-Chief Investment Strategist with Manulife John Hancock Investmens, provides a timely market intelligence update for January 2026.

Note: If you’d like the PDF of this presentation, please submit the web form below. We will send it to you in 1-2 business days. Thank you for your interest in our ongoing custom education for retirement plan sponsors and plan participants.