I’m Quitting My Job — What Happens to My 401(k) Loan and Unvested Match?
You accepted a new job. Congrats! Now you’re working through everything that comes with leaving the old one. And then…
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Can I Keep My TPA If I Change 401(k) Recordkeepers?
Thinking about changing your 401(k) recordkeeper, but really like your TPA? They know your plan, understand your company, and the…
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What Changes With Your 401(k) as Your Company Approaches 100 Employees?
Your company had 30 employees. Then 50. Now you’re at 75 and hiring isn’t slowing down. Suddenly, someone asks: “Does…
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What Happens to My Solo 401(k) If I Hire an Employee?
You started your business by yourself. You opened a Solo 401(k). Everything worked great. And now… You’re hiring your first…
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Does My Employer Match Go Into Roth or Pre-Tax?
If you’re making Roth 401(k) contributions and your employer offers a match, naturally you may be wondering: Does the employer…
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Are Roth 401(k) and Pre-Tax 401(k) Contribution Limits Combined?
Your 401(k) may give you two ways to make your contributions: You can choose one or use a combination of…
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Your 401(k) Recordkeeper Was Acquired or Merged. Do You Have to Stay?
Your company carefully selected a 401(k) recordkeeper. Then something changed. Your recordkeeper was acquired. Two companies merged. A familiar name…
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I’m a 1099 Independent Contractor. Can I Have a 401(k)?
You left your traditional job. Or maybe you’ve always worked for yourself. Business is going well. You’re making good money….
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Our Company Is Growing Fast. Is Our 401(k) Keeping Up?
Growth is exciting. You’re hiring. Revenue is growing. New opportunities keep coming. The company that had 25 employees suddenly has…
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Can I Change My 401(k) Advisor Without Changing Everything Else?
Your 401(k) works well. You like your recordkeeper. Payroll is running smoothly. Your TPA knows your plan. You just need…
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Why Is My Employer Fixing My 401(k) Catch-Up Contributions?
Spoiler alert: It probably isn’t because you did anything wrong. Did you recently receive a notice that your 401(k) catch-up…
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We Accidentally Processed Pre-Tax Catch-Up Contributions. Now What?
No one wants to discover a payroll error involving a retirement plan, trust me! If your organization accidentally processed pre-tax…
