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Michelle Marsh
Sep 14, 2023
The 411 on Section 603: The New Catch-up Requirements You Need to Know
Section 603 of SECURE Act 2.0 has brought new catch-up requirements administrators need to be aware of.

Michelle Marsh
Jan 26, 2023
How to Choose the Right Third Party Administrator for Your Business
When it comes to business, partnering with the right third party administrator—TPA—can make all the difference in the success of your...


Michelle Marsh
Jul 29, 2020
What is a Safe Harbor 401(k) Plan?
One of the most popular 401(k) Plans, Safe Harbor is great for owners and employees alike. The Safe Harbor plan design allows business...


Michelle Marsh
Jul 22, 2020
Fixing Problems With Your Organization’s 401(k) Plan
Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...


Michelle Marsh
Jun 11, 2020
The Impact of the CARES Act on Retirement Planning
The Coronavirus Aid, Relief, and Economic Security (CARES) Act and other COVID-19-related laws were passed in late March 2020. Not only...


Michelle Marsh
Jun 9, 2020
Retirement Planning in the Post-COVID-19 World
Though it seems like it will never arrive, the end of the Coronavirus pandemic will come eventually, and the world will return to some...
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