Your guide from hire to retire.
Working closely with you, we help develop your retirement plan objectives, review any existing plan, and/or design a new retirement plan that will help you achieve your goals.
Understanding the New Catch-Up Contributions and Retirement Plan Limits for 2025 Enhanced Catch-Up Contributions for Ages 60 – 63 Starting in 2025, individuals aged 60 to 63 will benefit from increased contribution limits. This change is part of SECURE Act 2.0, designed to help older workers boost their retirement savings […]
Unlocking the Best Safe Harbor 401(k) Design: Options That Maximize Benefits & Compliance When it comes to offering a retirement plan that’s both attractive to employees and compliant with IRS regulations, Safe Harbor 401(k) plans are a top choice for many employers. These plans simplify administration by eliminating the need […]
Compliance Testing & Filing Form 5500 Have you received an email asking for the annual census and compliance questionnaire to be submitted? Or maybe you’ve already done that, and have been asked to sign the Form 5500 for your retirement plan offering? These are very important pieces of administering your […]
Over the last couple of years, we have had more and more conversations around how to increase employee participation in 401(k) plans from an employer standpoint. As a plan sponsor, HR professional, and/or business executive, it’s important to educate employees on the benefits offered and provide the right tools and […]
All Things 401k | 5 Helpful Ways to Organize Your 401(k) Fiduciary Files Managing Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly […]
All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]
All Things 401k | 6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the complex task of retirement plan management. Top 401(k) Plan Headaches The first step is to […]
All Things 401k | Talent Management and Total Rewards Edition The future of talent management and total rewards is changing. With the SECURE Act 2.0 now in effect, the field of plan design must keep pace with the ever-evolving employment landscape. There are a number of ways that can help […]
Guide to Retirement | Long-Term, Part-Time Overview for 2024 For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because they often don’t meet the plan’s eligibility requirements. This includes many students, parents and individuals with multiple part-time jobs. However, new […]
Guide to Retirement | Stock Markets Impact on Retirement Savings The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep saving, no matter what the stock market is doing. It’s always beneficial to connect with […]