All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]

All Things 401k | 6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the complex task of retirement plan management.   Top 401(k) Plan Headaches The first step is […]

All Things 401k | Talent Management and Total Rewards Edition The future of talent management and total rewards is changing. With the SECURE Act 2.0 now in effect, the field of plan design must keep pace with the ever-evolving employment landscape. There are a number of ways that can help […]

All Things 401k | Unlock Employee Potential with Effective and Appealing Total Rewards Program You may have heard of a Total Rewards Strategy. It is a recruiting and retention strategy given that it goes beyond the traditional salary benefits by providing holistic rewards that entail added motivation for employees. This […]

All Things 401k | SECURE Act 2.0: What 401(k) Managers Need to Know for 2024 Required for 2024 Luckily, the required changes for 2024 are minimal. Requirement Summary Long-term, part-time employees become eligible to participate in the 401(k) plan. Catch-up contributions are required to be Roth if the participant earns […]

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 […]

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 […]

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 […]

All Things 401k | Digital Communications – Employee Engagement Edition After the events of the last few years, employers are becoming more aware of the positive impact of financial wellness. A well-crafted financial wellness program can provide employees with the knowledge and tools to understand why, when and how to […]

All Things 401k | Digital Communications – The Business Case for Financial Wellness If you are a company leader, you know that happy and healthy employees can often lead to less turnover, strong workplace culture and greater productivity. However, these days, financial stress has become an all-too-common problem among employees. […]