Starting a new job can be an exciting and life-changing experience, but it can also bring a lot of stress and change to your life. Starting a new job means learning how your new company works, meeting new people, and filling out new hire paperwork. All of this can be stressful, but one thing does not have to be and that is rolling over your 401(k) to your new employer. In this blog, we will walk through the steps on how to rollover your current 401(k) to your new place of emp

Employee contributions in 2021 once again cap at $19,500, with catch-up contributions at $6,500. Full details on the 2021 plan limits and how they compare to the past two years are available below. If you have any questions about these limits, please let us know how we can help!

Whether you are considering establishing a new 401(k) plan or converting your existing SEP or SIMPLE IRA plan, we'd be happy to discuss the advantages of a 401(k) and the potential for both cost savings and tax benefits for your clients. While SEP and SIMPLE IRAs offer small business retirement plan solutions, the benefits of a 401(k) are clear: More flexibility Higher contribution limits for all Opportunity to maximize contributions Roth contributions Both employee and empl

When choosing a 401(k) retirement plan for your employees, you should understand the associated benefits and it's effects on the company. With so many retirement plans out there, it can be difficult to understand the pros and cons of each. And sometimes, the one you chose doesn't provide the full benefits you had hoped for. In this blog, we will be discussing the two most popular retirement plans: a Traditional 401(k) and a Safe Harbor 401(k). Traditional 401(k) Traditional