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Understanding 401(k) Hardship Withdrawals
401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.

Michelle Marsh
Jun 20, 2024


The Ultimate ERISA Overview for Employers
ERISA is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.

Michelle Marsh
May 21, 2024


LTPT Decoded: Plan Rules for Long-Term Part-Time Employees
Long-term part-time employees (LTPT) can present unique challenges for plan sponsors when it comes to their retirement plans.

Michelle Marsh
Feb 16, 2024


401k Contribution Limits 2024 (And Other Plan Limits)
The Internal Revenue Service ( IRS ) recently announced the 401(k) contribution limits for 2024 as well as information regarding both...

Michelle Marsh
Jan 5, 2024


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
Sep 15, 2023


How SECURE Act 2.0 is Helping People Pay Student Loans and Save for Retirement
Following the 2008 financial crisis, student loan debt became a major economic issue in America. In fact, according to Education Data Initiative , Americans owe more than $1.7 trillion in student loans. While there are a few ways you can pay down your student loans, one option that many people don’t know about is utilizing SECURE Act 2.0. Student loan debt is a challenge for many Americans Student loan debt is a major challenge for many Americans. According to World Economic

Michelle Marsh
Jun 20, 2023
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