Insights

July 13, 2026

Catch-Up and Super Catch-Up Contributions: What Atrium/Advocate Physicians Should Know for 2026

We walk through how catch-up contributions work, what's new this year, and how to think about the change so physicians in the Atrium/Advocate 401(k) plan can plan accordingly.

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

March 12, 2025

Surprise!

A margin of safety can be helpful when your plan meets reality.

July 26, 2024

IRS Finalizes Required Minimum Distribution Rules for Non-Spouse Beneficiaries

Since its passing at the end of December 2019, the SECURE Act left many non-spouse retirement account beneficiaries in limbo regarding the taking of Required Minimum Distributions.

May 10, 2024

IRS Delays Required Minimum Distributions

IRS Delays Required Minimum Distributions (RMDs) for Traditional IRAs Inherited After 2019

March 6, 2024

Retirement Plans for Atrium Physicians How to Succeed with Your Retirement Plans in 2024

In this webinar, Dolan Capital Advisors, Inc. President and Founder Benjamin T. Dolan, CFP® went over how to maximize your retirement benefit planning for success in 2024 and beyond.