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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


Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.

Michelle Marsh
Nov 19, 2024
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