Do You Get a Tax Form for Your 401(k) in 2026?
This month, one of the most common questions we’re hearing is: “Do I get a tax form for my 401k…
401k
-
-
What Is a 401(k) Plan and How Does It Work?
Let’s be honest. A 401(k) can feel confusing when you first hear about it. There are rules, tax terms, and…
-
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…
-
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…
-
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 –…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
What Fees Are Associated With My 401(k) Account?
Every 401(k) plan comes with costs, and that is completely normal. Some fees are clearly listed, while others are built…
