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…
Human Resources
These articles are designed for HR professionals who help oversee their organization’s retirement plans and want to ensure they’re effective, compliant, and aligned with workforce needs.
Whether you’re managing a traditional 401(k) or supporting more advanced offerings like cash balance or non-qualified plans, these resources offer practical, expert-backed guidance for your role.
You’ll gain insights on:
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Structuring retirement plans that align with talent goals and company policies
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Navigating compliance requirements from ERISA, IRS, and DOL
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Improving employee participation and plan engagement
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Understanding contribution rules, vesting, and nondiscrimination testing
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Supporting leadership with non-qualified plan design and administration
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Collaborating with plan providers and advisors to optimize plan performance
These articles are especially useful for HR leaders in growing companies, professional firms, and organizations offering competitive total rewards packages.
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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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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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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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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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Coming in 2026: Roth-Only Catch-Up Contributions for High Earners
What 401(k) Plan Sponsors Need to Know – Before It’s Too Late If you’re an Human Resources professional, benefits manager,…
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5 Signs It’s Time to Re-evaluate Your 401(k) Plan
A 401(k) plan is a critical part of your company’s benefits package, helping employees save for retirement and positioning your…
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Payroll Integration with 401(k) Plans
A Retirement Plan Consultant’s Perspective on Pros & Cons As a 401(k) advisor, I work closely with HR teams and…
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Pitfalls of Managing a Corporate Retirement Plan
Managing a corporate retirement plan comes with various responsibilities, and avoiding potential pitfalls is crucial to ensuring the financial well-being…
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The Distinction Between Financial Advisors and 401(k) Consultants
In the intricate world of employee benefits and financial planning, the roles of professionals can sometimes seem blurred. For Human…
