All Things 401k | Supercharge Your Company’s Retirement Benefits: The Ultimate Guide to Cross-Tested Profit Sharing Plans for Plan Sponsors A Cross-Tested Profit-Sharing Plan is a type of 401(k) profit-sharing plan that allows employers to allocate contributions unequally among employees based on certain predetermined factors. These plans are particularly attractive […]
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In today’s fast-paced world, the role of Human Resources (HR) professionals is evolving, thanks to the integration of Artificial Intelligence (AI) technology. AI is revolutionizing various industries, and HR is no exception. HR professionals are now leveraging AI to streamline processes, improve decision-making, and enhance overall efficiency in managing the […]
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All Things 401k | Should You Add an Automatic Safe Harbor IRA to Your Plan? High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks. In 2022, more […]
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For those individuals and families planning their financial legacy, December 31st, 2025, is an important date to keep in mind when thinking about taking advantage of unprecedented transfer and gifting opportunities under the current tax environment. While taxation should never be the only reason to transfer assets or make major gifts, […]
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Guide to Retirement | Employee Newsletter: Your Money Check-up Financial education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances […]
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All Things 401k | How Can Our 401(k) Plan Help Us Attract and Retain Star Employees? With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs. Looking to attract and retain high-quality talent in today’s competitive […]
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