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…
financial education
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…
Do I Need a 1099 From My 401(k)?
Tax season comes with plenty of questions, and one of the most frequently asked is: “Do I need a 1099…
Why Am I Receiving Excess Contributions From My 401(k)?
Did you get a notice saying some of your 401(k) money is being sent back for “excess contributions”? Getting a…
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…
What’s the difference between active and passive mutual funds?
Active and passive mutual funds represent two different investment strategies, each with its own approach to portfolio management and associated…
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…
What’s the difference between a SIMPLE IRA and 401k?
The 401(k) and SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) are both employer-sponsored retirement savings plans,…
The Hidden Value of Your 401(k) and How to Recognize It in Your Compensation
Your paycheck might feel like the end of the story, but there’s often an untold chapter that holds immense value…
What You Need to Understand About Your Company’s 401k
Here are 8 key points to grasp about your employer’s 401k plan: 1. Voluntary Contribution A 401(k) plan is a…
What is a Recordkeeper?
A recordkeeper is a key service provider involved in the administration and management of retirement plans, including 401(k) plans. The…