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)…
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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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: Running a retirement…
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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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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…
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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…
