Sep 9, 2026 | 401(k), Plan Sponsors, Third Party Administrators
Year-end is a smart time for plan sponsors to pause and review how their retirement plan is running. A short checkup now can help you catch problems early, lower risk, and start the new year with a plan that works better for your business and your employees. This...
Aug 11, 2026 | 401(k), Retirement Plans
For workers looking to start their own business or work independently, retirement plans are available that allow these entrepreneurs to build their savings on their own. One such plan includes Solo 401(k)s: a specific kind of retirement plan for business owners with...
Jun 17, 2025 | 401(k), News, Participants, Plan Sponsors
The SECURE 2.0 Act made headlines when it passed in late 2022, but now in 2025, plan sponsors are seeing the real impact. While many changes were designed to phase in over time, this year brings several major provisions into effect. Some are mandatory, others are...
May 6, 2025 | 401(k), Plan Sponsors
Even though personal and corporate tax returns may be behind you—or on extension—the real cycle for retirement plan oversight is just getting started. If you sponsor a 401(k), pension, or other qualified retirement plan, now is a smart time to review how your plan is...
Feb 17, 2025 | 401(k), Government Regulation, Plan Sponsors
SECURE 2.0 is a game-changer for retirement savings, bringing significant updates to employer-sponsored plans. Understanding these changes is crucial for plan sponsors, especially as we approach key implementation dates in 2025 and 2026. This blog post will break down...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
Now that 2024 has arrived, it brings with it new changes that significantly impact retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement...
