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Mission Square gives Vallejo committee a plan health update and flags 2026 catch‑up rules
Summary
Mission Square presenters reviewed plan balances, engagement metrics and upcoming IRS catch‑up and Roth‑catch‑up changes for 2026, and recommended fund menu adjustments informed by performance, risk and fee analysis.
Mission Square staff gave the Vallejo Deferred Compensation Committee a detailed review of plan health, participation and upcoming legislative provisions that could affect plan administration in 2026.
Luther of Mission Square briefed the committee on organizational enhancements, local team roles and a calendar of education and outreach activities. He presented Q4 plan metrics — notably a drop in RPS consultations to 17 in 2025 from 64 the prior year, 37 participant enrollments in Q4 2025 (he said he would verify a possible transcription discrepancy), and…
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