insights & events

At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.

2026 Retirement Contribution Changes

March 18, 2026
12:00 p.m. – 1:00 p.m. EST

Join our senior advisors for a walkthrough of the new IRS retirement contribution limits taking effect in 2026—and how these changes may impact your tax strategy, long‑term savings, and planning opportunities.

With higher contribution ceilings, new Roth requirements for high earners, and shifting eligibility ranges, this session will help you understand what’s changing and how to optimize your approach.

What We’ll Cover:

Updated 2026 contribution limits for 401(k), IRA, Roth, and HSA accounts
New mandatory Roth catch‑up rules for high earners—and how to prepare
How revised income ranges may affect IRA deductibility and Roth eligibility
Age‑based planning strategies to maximize savings at every stage
Key considerations for business owners

Speakers:

Brian Taylor, CTFA, Wealth Director, Bryn Mawr Trust
Michael Paregian, CFP^®, CCFS, Senior Financial Advisor, Bryn Mawr Trust Advisors

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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