Login
401(k) Advisor Fee Study: How Much Fiduciary Advice Lowers Plan Costs
Our fee study of 1,109 401(k) financial advisors shows how much fiduciary-grade investment advice can lower the total cost of a 401(k) plan vs. national averages.
Read More
The DOL’s New Retirement Security Rule - A Win for Retirement Investors
The DOL's Retirement Security Rule aims to protect investors by making all professional retirement advice subject to ERISA’s rigorous fiduciary standards.
Read More
Enrolling in a 401(k) Plan – How to Make Informed Decisions
Making informed 401(k) enrollment decisions can significantly reduce your future retirement's out-of-pocket cost. Our 4-step process can help you do that.
Read More
SECURE 2.0’s Automatic Enrollment Mandate for 401(k)s – What Employers Need to Know
SECURE 2.0 requires new 401(k) plans to implement an automatic enrollment feature in 2025 unless an exception applies. Here's what employers need to know.
Read More
How Starter 401(k) Plans Compare to Safe Harbor and Traditional Plans
Employers with no 401(k) plan can now adopt a starter plan. Small business owners should understand how they compare to traditional and safe harbor plans.
Read More
A Simple Guide for Meeting 401(k) Fiduciary Responsibilities
Meeting 401(k) fiduciary responsibilities does not need to be scary or time-consuming for small business plan sponsors. Following some simple guidance is the key.
Read More
Roth Matching and Nonelective Contributions – What Employers Need to Know
Roth matching and nonelective contributions will be available to 401(k) plans soon. Here’s what employers need to know to decide if they are right for their plan.
Read More
Deadlines for 401(k) Adoption – Including SECURE 2.0 Changes
The SECURE Act made it easier for businesses to adopt a new 401(k) plan or add a safe harbor feature to an existing plan by extending the deadlines to do so.
Read More
How to Replace a SIMPLE IRA with a 401(k) - SECURE 2.0 Update
SECURE 2.0 allows employers to terminate a SIMPLE IRA mid-year by replacing the plan with a safe harbor 401(k) plan. Our checklist can make the job easy.
Read More
The Top Ten Frugal Fiduciary 401(k) Blogs of 2023
Our top 10 blogs for 2023 are must-reads for small business 401(k) sponsors and participants. They cover plan contributions, law changes, and plan establishment.
Read More