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…
Employers
Below you’ll find guides for employers who play a key role in shaping their organization’s retirement benefits.
Whether you’re evaluating your first 401(k) plan or expanding into cash balance or non-qualified plans, these expert resources are here to help you design, implement, and manage plans that meet the needs of your workforce and your business.
In this category, you’ll learn how to:
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Select the right retirement plan to match company goals and budget
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Understand plan responsibilities and compliance requirements
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Support recruitment and retention through competitive benefits
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Integrate non-qualified plans for leadership or key employees
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Control plan costs while maximizing value for participants
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Work effectively with advisors, administrators, and service providers
These articles are ideal for executive leadership, finance teams, and decision-makers responsible for employee benefits and organizational planning.
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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…
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5 Powerful Ways a 401(k) Financial Advisor Makes Life Easier for Employers (and Better for Employees)
A well-run 401(k) plan doesn’t happen by accident. It takes smart strategy, proactive oversight, and a deep understanding of both…
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How a Well-Designed 401(k) Can Improve Employee Retention
In today’s competitive job market, offering a robust benefits package is critical for attracting and retaining top talent. A well-designed…
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3(21) vs. 3(38) Fiduciaries: Understanding the Key Differences
When it comes to managing a company’s retirement plan, selecting the right fiduciary partner is one of the most important…
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Approaching 100 Employees in Your 401(k)?
Here’s What You Need to Know About the Audit Requirement As your company grows, your 401(k) responsibilities grow, too. One…
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Beyond the Headlines: What the 2025 Executive Order Actually Says About 401(k)s and Alternative Assets
If you’ve seen headlines like “Crypto in Your 401(k)?” or “Private Equity Floodgates Open,” you’re not alone. But before jumping…
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Why Aren’t Employees Contributing to Their 401(k)s?
Offering a 401(k) plan is one of the most powerful ways employers can help their team build financial security. But…
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Missed 401(k) Deferrals: What Employers Need to Know and How to Fix Them
Managing a 401(k) plan involves a lot of moving parts. And sometimes, mistakes happen. One common issue employers face is…
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Generic Advice Costs More Than You Think
Generic financial advice is a great start. It offers broad principles and helpful rules of thumb that can point employees…
