Top reasons we've heard that make employers feel thankful for 401(k) plans.
SEP, MEP, PEP: Which 401(k) plan is right for your company? January 2021 will be here before we know it, and coming the first of the year, company 401(k) plan options will offer another solution, a PEP (pooled employer plan).
Your 401(k) benefit is one of the most important benefits, consider challenging yourself to review and tackle these items about your retirement goals and 401(k) plan.
Safe Harbor vs Traditional 401(k): Are you currently offering the optimal retirement plan? Nov 30th, 2020: The deadline to add the Safe Harbor provision [...]
We care deeply about participation rates and moving the needle toward 100% participation. In order to do this, company employees must understand their options, their retirement goals, and their personal investment risk tolerance.
Corrective Distributions: Make them a thing of the past! Have you ever needed to make corrective distributions in your company 401(k) plan? if [...]