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...
May 7, 2026 | Retirement Plans
Retirement plan design holds significant importance as it directly impacts the financial security of employees. As a plan sponsor, your aim is to provide your employees with a retirement plan that not only offers value but also ensures stability for their future....
Apr 21, 2026 | Retirement Plans
If you’re a plan sponsor looking to help owners and key leaders save more for retirement while increasing tax deductions, traditional plans can be limiting. A 401(k) with profit sharing is a strong start, but for high earners it often tops out too quickly, especially...
Jan 23, 2026 | Government Regulation, Retirement Plans
If you’re looking ahead to retirement planning in 2026, there are important updates you’ll want to know about. The SECURE Act 2.0, a follow-up to the original SECURE Act, introduces significant new rules that took effect January 1, 2026. These changes impact how...
Nov 19, 2025 | Contributions, Government Regulation, Retirement Plans
Navigating yearly updates to retirement plan limits can be challenging, but staying informed helps you make the most of your employer-sponsored plans and keep your organization compliant. In this quick guide, we’ve summarized the newest IRS contribution and...
Nov 6, 2025 | Participants, Plan Sponsors, Retirement Plans
Student loan debt is now one of the most significant financial challenges employees face, shaping decisions about everything from home buying to retirement savings. For plan sponsors, the ripple effects of student loan obligations aren’t simply a concern for...
