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…
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Why Personal Finance Is More Like Healthcare Than Social Media
The short answer: There is rarely one “right” answer. Spend a few minutes on social media, and you’ll hear statements…
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Think You Know What Roth Means? Most People Don’t.
What does Roth really mean? Short answer: Roth is a tax treatment. Many people say, “I have a Roth.” But…
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Why Do I Have to Make Roth Catch-Up Contributions in 2026?
The short answer: Congress changed the rules. Starting in 2026, some employees who make catch-up contributions to their 401(k) will…
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Has Your Company Outgrown Its 401(k) Plan Design?
What worked when you had 20 employees may not work when you have 100. As your business grows, your 401(k)…
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Can I Borrow From My 401(k)? What Happens If I Leave My Job?
Thinking About Borrowing From Your 401(k)? Your 401(k) is designed to help you save for retirement. But did you know…
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The 5 Most Common 401(k) Plan Mistakes (and How to Avoid Them)
Even the most organized HR and payroll teams occasionally make 401(k) plan errors. With multiple systems, tight deadlines, and changing…
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Why Running a 401(k) Plan Feels Harder Than Ever in 2026
If you feel like running your 401k plan administration has become more stressful… You’re not alone. Many employers are feeling…
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Is Your 401(k) Plan Good? Here’s How to Know for Sure
If you’re a business owner, HR professional, or retirement plan committee member, you’ve probably asked this question: “Is our 401(k)…
