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…
401k
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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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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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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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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…
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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…
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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…
