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Navigating Retirement Plan Challenges in Mergers and Acquisitions
Mergers and acquisitions (M&A) can be exciting milestones for any organization. But for business owners and plan sponsors, these big moves also come with a long checklist, and retirement plans are often near the bottom of it.

Michelle Marsh
Jun 10, 2025


What Is the Purpose of a Fidelity Bond?
A fidelity bond is not for the company or the plan administrator. It’s for the retirement plan itself. If someone who has access to the plan’s money acts dishonestly or steals funds, the bond helps cover that loss.

Michelle Marsh
Jun 3, 2025


Fast 401(k) Growth: Business Fee Hack Revealed
Reduce your employees' 401(k) burden by covering administration fees, boosting their savings, and earning your business a tax advantage.

Michelle Marsh
Mar 27, 2025


The Importance of Disclosing Ownership in All Businesses
Understanding who owns what in business is vital not just for internal records but for adherence to various regulatory requirements.

Michelle Marsh
Mar 6, 2025


The Importance of Accurate Census Data in Retirement Plan Administration
Census data in retirement plans collects detailed information about employees to ensure accurate plan administration

Michelle Marsh
Feb 18, 2025


Navigating Year-End Compliance Testing for Retirement Plans
As we enter January, employers and retirement plan sponsors are on the clock to prepare for the March 15th year-end compliance testing deadl

Michelle Marsh
Jan 16, 2025
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