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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 sense of normalcy. Of course, right now everyone is rightly focused on their health and that of their families. But when the sun rises on that elusive day, we will need to keep on administering retirement plans. The pandemic has certainly had its impact on retirement savings: with the stock market dropping and 401(k) accounts taking a hit, 61

Michelle Marsh
Jun 9, 2020


What is 401(k) Nondiscrimination Testing and Why is it Important?
401(k) contributions result in tax advantages. As such, it is important that the 401(k) plan benefits all employees...

Michelle Marsh
Jan 1, 2020


The Ins and Outs of Safe Harbor 401(k) Plans
There are many types of retirement plans each with their own set of rules, regulations, and, ultimately, reasons why an employer should institute them. That's why we've made it our mission to explain different retirement plans to help employers make the best choice for their company and their employees. This week, we're making port at the safe harbor 401(k). What is the Safe Harbor? Before we get into how safe harbor 401(k)s work, we should explain why they came to be. Tradi

Michelle Marsh
Nov 21, 2019



Michelle Marsh
Oct 29, 2019


When it comes to 401(k) plans, simple solutions may not be good solutions.
I am in sales and have I got a deal for you, Mr. Plan Sponsor. I know you don’t want to spend much time on your employee’s retirement plan. With our bundled solution we won’t get many people involved in the actual operation of your plan, so you won’t be confused with numerous people to call. We will keep this simple so that expenses really won’t have to be discussed for administration—It is just all included in the one easy price. Lastly, why get bogged down with a discussion

Michelle Marsh
Oct 8, 2019
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