Is Your 401(k) Plan Good? Here’s How to Know for Sure
If you’re a business owner, HR professional, or retirement plan committee member, you’ve probably asked this question: “Is our 401(k)…
plan sponsors
-
-
What Does a 401(k) Advisor Really Do? Here’s How They Help You, Your Plan, and Your People
If you’re responsible for your company’s 401(k) plan, you might wonder: Do I really need a financial advisor to help…
-
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…
-
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…
-
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…
-
Are You 50 or Older and Making Big Retirement Contributions?
Here’s How New Roth Rules Affect You in 2026 If you’re 50 or older, catch-up contributions are one of the…
-
3(21) vs. 3(38) Fiduciaries: Understanding the Key Differences
When it comes to managing a company’s retirement plan, selecting the right fiduciary partner is one of the most important…
