When employees choose to put part of their paycheck into a 401(k), the employer must move that money into the 401(k) plan account quickly.

Catch-up contributions are one of the most valuable and often overlooked tools for building retirement wealth. Catch-up contributions offer a powerful second chance to boost your retirement savings when you need it most.

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.

If you are changing jobs, you may be faced with the decision of what to do with your 401(k) from your previous employer. One option you may have heard of is to rollover your 401(k) to an IRA, but this isn’t always the best choice. In fact, there are several reasons why rolling over to an IRA may not be the smartest move. So, if you're thinking you need to rollover 401(k) to an IRA, we highly recommend considering the following: Rollover 401k to an IRA? 5 Reasons to Reconside

Depending on how your organization operates , you may require a specific retirement plan for your workforce. Oftentimes, these plans are set as either a 401(k) or 403(b) retirement plan. From non-for-profit entities to community/governmental institutions, each company may need to choose which plan is right for them. So, how can you choose? What’s the difference between 401(k) vs 403(b) plans? Let’s explore what makes these plans unique. Overview: 401k and 403b When comparin