‘Rothification’ of Retirement Plans Quickens as SECURE 2.0 Mandates Take Hold

Michael Doshier explores how Roth Rules, compliance reform, and converging advice models may redefine retirement planning in 2026.

Last Edited by: Micheal Doshier, Senior Vice President, Head of Retirement

Last Updated: August 07, 2026

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What's changing for retirement advisors in 2026?

SECURE 2.0 implementation, expanding Roth requirements, new technology, and evolving client expectations are reshaping how workplace retirement plans fit into broader wealth strategies.

LPL Financial's Head of Retirement, Michael Doshier, explains how financial advisors can create more value by acting as strategic coordinators, helping employers navigate regulatory changes while integrating workplace retirement plans into holistic financial planning.

Read Michael Doshier's full article on InvestmentNews.com. 

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