If you’ve spent time researching 401(k) investment options for your company, you’ve likely encountered target-date funds (TDFs).
Understanding Target-Date Funds: Are They the Best Choice for Your Employees? Read More »
Providing a competitive retirement plan is no longer a one-size-fits-all approach. With a diverse workforce spanning different generations, income levels, and financial priorities, employers must consider retirement plan options that cater to varied needs.
The Advantages of Tiered Retirement Plan Options for Diverse Workforces Read More »
As a business owner, you wear many hats: strategist, visionary, and chief talent scout. Your company’s success hinges on the caliber of employees you attract and retain.
Unlocking Success: How to Attract Top Talent to Your Company Read More »
Managing a company-sponsored retirement plan comes with many responsibilities, and few are more stressful for a business owner than a notice from the Department of Labor (DOL).
How to Prepare for a DOL Investigation of Your Retirement Plan Read More »
Retirement security is not just about how much employees save, it’s about how long that money lasts.
The Shift Towards Lifetime Income Options in Retirement Plans Read More »
Launching or improving a retirement plan can feel like a big investment for small businesses.
Leveraging Tax Credits for Small Business Retirement Plans in 2025 Read More »
When employees feel financially overwhelmed, retirement savings often fall to the bottom of their priority list.
Financial Wellness Programs: Why They Matter for 401(k) Success Read More »
In today’s unpredictable economy, one thing is certain: market volatility is here to stay.
What if your company could reward employees, reduce taxes, and retain top talent, all through one smart strategy? That’s the power of profit-sharing within a 401(k) plan.
The Pros and Cons of Offering Profit-Sharing in a 401(k) Plan Read More »
A well-designed 401(k) plan is a powerful tool for attracting top talent, retaining employees, and helping them build long-term financial security.
Avoiding Costly Errors: Common 401(k) Plan Mistakes That Can Trigger IRS Penalties Read More »
