Managing a 401(k) plan involves more than just facilitating employee savings; it requires careful attention to annual compliance testing. Navigating these requirements can raise questions and concerns, from understanding complex regulations to addressing unexpected test results.

Significant updates to 401(k) plans are coming in 2026 under the SECURE 2.0 Act. These changes will affect plan design, administration, and participant benefits in meaningful ways.

Retirement planning isn’t just for those nearing the end of their career; it’s a proactive process that benefits individuals at every stage of life.

Let's explore the common hurdles small businesses face when offering retirement plans and share solutions tailored to your unique needs.

A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.

As we approach the year 2024, it's crucial for employers and plan sponsors to stay updated with emerging retirement trends.