What Does a 401(k) Advisor Really Do? Here’s How They Help You, Your Plan, and Your People
If you’re responsible for your company’s 401(k) plan, you might wonder: Do I really need a financial advisor to help…
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What Most Employers Don’t Realize About Their 401(k) Plan
If I could sit down with every plan sponsor for 30 minutes, here’s what I would say: Your 401(k) plan…
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Do You Get a Tax Form for Your 401(k) in 2026?
This month, one of the most common questions we’re hearing is: “Do I get a tax form for my 401k…
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What Is a 401(k) Plan and How Does It Work?
Let’s be honest. A 401(k) can feel confusing when you first hear about it. There are rules, tax terms, and…
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The Big Mistakes Small Businesses Make When Setting Up a New 401(k) Plan (and How to Avoid Them)
Offering a 401(k) plan is one of the best things you can do for your team – and for your…
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2026 401(k) Contribution & Catch‑Up Limits
Each year, the IRS updates retirement plan limits to keep pace with inflation. Want the Full 2026 IRS 401(k) Limits?…
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The Super Catch-Up Rule Is Here: What 401(k) Plan Sponsors Need to Know in 2026
An exclusive savings boost for ages 60–63 – with a Roth twist for high earners In 2025, a new SECURE…
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Which Fiduciary Is Which? Breaking Down the Real Differences Between 3(16), 3(21), and 3(38)
If you sponsor a 401(k) plan, you’ve probably heard terms like 3(16), 3(21), and 3(38) fiduciary. They sound technical –…
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What Is a Pooled Employer Plan (PEP)?
The Beginner’s Guide to Pooled Employer Plans A Simpler Way to Run a 401(k) Plan? If you’ve ever thought, “There…
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When Things Go Wrong: How to Fix a 401(k) Plan Mistake
Even the best-managed 401(k) plans experience the occasional mistake. Maybe an employee was left out of enrollment. Maybe the wrong…
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Does a 401(k) Have Open Enrollment?
Answering Common Retirement Plan Questions During Benefits Season Short Answer: No, 401(k) Plans Don’t Have Open Enrollment If you’re in…
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What Is the New Auto-Enrollment Law From Secure 2.0?
Key Dates and What It Means for Your 401(k) Starting in 2025, most new 401(k) and 403(b) plans will automatically…
