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Pension Maxima Investment Advisory

Resources

Videos, books, and updates for plan sponsors and their employees.

Short expert conversations, financial-wellness classes, Bonnie's four books, and what is changing in the retirement-plan world.

Fiduciary fundamentals

A video guide for plan sponsors — education your employees will actually watch.

Short, plain-English videos and expert conversations on retirement planning, fiduciary responsibility, and plan health.

Seven Questions for 401(k) Plan SponsorsConversation3:36

Seven Questions for 401(k) Plan Sponsors

401(k) Plan Score & Red FlagsConversation20:15

401(k) Plan Score & Red Flags

Plan Fiduciary DiscussionConversation14:30

Plan Fiduciary Discussion

401(k) Plan FeesConversation6:49

401(k) Plan Fees

401(k) Plan InvestmentsConversation6:06

401(k) Plan Investments

Navigating Secure Act 2.0Conversation23:31

Navigating Secure Act 2.0

Financial BudgetingVideo

Financial Budgeting

Saving & InvestingVideo

Saving & Investing

Retirement Income PlanningVideo

Retirement Income Planning

View the full library on YouTube

Financial-wellness library

Four books from Bonnie.

Practical resources participants actually read — each starts with a joke. Used in every Pension Maxima employee-education program.

Financial Wellness Tower

Financial Wellness Tower

A practical guide to building a complete financial life — savings, debt, investing, and retirement.

View on Amazon
Principles of Financial Wellness

Principles of Financial Wellness

The 56 foundational principles every employee should understand about money, time, and compounding.

View on Amazon
Financial FAQ

Financial FAQ

Plain-English answers to the questions plan participants ask most — Roth vs. traditional, fees, beneficiaries.

View on Amazon
Bonnie's Bulls Jokebook
Every chapter starts with a joke

Bonnie's Bulls Jokebook

Financial wellness with a sense of humor — Bonnie's signature cartoons. Every chapter opens with a joke.

View on Amazon

Latest updates

What's changing in the retirement-plan world.

New IRS contribution limits, SECURE Act changes, DOL enforcement updates, and market trends affecting plans — in plain English, refreshed regularly.

IRS limitsJuly 2026

2026 contribution limits are out

The employee 401(k) deferral limit is $24,500, and savers aged 60–63 get the higher 'super catch-up'. Worth a plan-design check if your owners max out.

Learn more
SECURE 2.0July 2026

Startup tax credits still cover most small-plan costs

Form 8881 credits — up to $5,000/yr for 3 years, plus auto-enrollment and employer-contribution credits — remain the biggest reason to start a plan now.

Learn more
DOLJune 2026

Fee-disclosure enforcement keeps tightening

Recent DOL activity keeps focusing on undocumented fiduciary processes and stale fee benchmarks. A dated benchmark file is your best defense.

Learn more
State mandatesJune 2026

State auto-IRA mandates keep expanding

Roughly 15 states now require employers to offer a retirement option. A 401(k) usually satisfies the mandate — and earns the startup credits.

Learn more

The next step

Stay competitive. Find clarity.

Run the quick quote, or book a plan review call with Bonnie. No card, no upsell, no obligation — just a clear read on your fees, fiduciary process, and plan design.

Get my quick plan quote Book a plan review call