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Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.

Michelle Marsh
Nov 19, 2024


The A to Z of 403(b): A Guide to This Unique Plan
403(b) plans are the retirement solution designed specifically for nonprofits, educational institutions, and religious organizations.

Michelle Marsh
May 6, 2024


The Plan Sponsor Roadmap: 5 Key Tips for Beginners
If you’re a first-time plan sponsor entrusted to oversee your employees’ financial futures, it's completely normal to feel overwhelmed.

Michelle Marsh
Mar 25, 2024


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

Michelle Marsh
Jan 5, 2024


The Complete Guide to Profit-Sharing Contributions
Whether you're a business owner looking to improve your company's benefit offerings or an employee who wants to have more money saved toward their retirement, profit-sharing contributions are a valuable tool for achieving your goals. What exactly is a profit-sharing contribution? In this comprehensive guide, we'll explore the basics and different types of profit-sharing contributions, how they work, and the benefits they offer to both employers and employees. The Basics of Pr

Michelle Marsh
Jul 13, 2023


2023 Contribution Limits
The contribution limits for 2023 show a 7-11 percent increase for most contributions, reflecting the soaring inflation in our current economy. Here are some key increases to note.

Michelle Marsh
Jan 19, 2023
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