Thinking About Changing 401(k) Service Providers?
Here’s What to Expect. If you’re considering changing your retirement plan advisor, recordkeeper, TPA, or another service provider, you’ve probably…
plan sponsors
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Can I Keep My TPA If I Change 401(k) Recordkeepers?
Thinking about changing your 401(k) recordkeeper, but really like your TPA? They know your plan, understand your company, and the…
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What Changes With Your 401(k) as Your Company Approaches 100 Employees?
Your company had 30 employees. Then 50. Now you’re at 75 and hiring isn’t slowing down. Suddenly, someone asks: “Does…
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Your 401(k) Recordkeeper Was Acquired or Merged. Do You Have to Stay?
Your company carefully selected a 401(k) recordkeeper. Then something changed. Your recordkeeper was acquired. Two companies merged. A familiar name…
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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…
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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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Why Personal Finance Is More Like Healthcare Than Social Media
The short answer: There is rarely one “right” answer. Spend a few minutes on social media, and you’ll hear statements…
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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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The 5 Most Common 401(k) Plan Mistakes (and How to Avoid Them)
Even the most organized HR and payroll teams occasionally make 401(k) plan errors. With multiple systems, tight deadlines, and changing…
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Why Running a 401(k) Plan Feels Harder Than Ever in 2026
If you feel like running your 401k plan administration has become more stressful… You’re not alone. Many employers are feeling…
