Choosing the Right Retirement Account When You’re Your Own Boss
Freelance Freedom, Smart Savings: Find the Right Retirement Account for You When you work for yourself, saving for retirement might…
business owners
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…
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…
What Is a Third-Party Administrator (TPA)?
When it comes to managing a 401(k) or other retirement plan, the term third-party administrator (TPA) often comes up. But…
What Is an ERISA 3(38) Fiduciary, and Is It Right for Your Plan?
Managing a 401(k) plan involves navigating complex regulations, investment decisions, and fiduciary responsibilities. For employers looking to reduce their liability…
What Is a Bundled 401(k) Plan?
When it comes to offering a 401(k) plan for your business, one of the key decisions you’ll face is whether…
What Is a Safe Harbor 401(k)?
If you’re a business owner considering a 401(k) plan for your employees, you’ve likely come across the term Safe Harbor…
Understanding ERISA Fiduciaries: Types, Roles, and Responsibilities
Navigating the world of employer-sponsored retirement plans means understanding a few key terms and concepts, one of which is ERISA…
What Is an ERISA 3(21) Fiduciary?
When it comes to managing a 401(k) or other employer-sponsored retirement plan, fiduciary responsibilities can feel overwhelming. Employers are tasked…
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…
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…
The Advantages of Offering Employer-Sponsored Retirement Plans
Hey Business Owners! Ever wondered about the secret weapon to attract top talent, boost employee loyalty, and set your business…