Login
Terminating Your Plan? Here’s What You Need to Know
Learn about the process of terminating your 401(k) plan. Discover actions required, fully vesting participant accounts, IRS involvement, participant options & necessary last steps to avoid penalties.
Read More
How to Select an Auditor for the Form 5500
Learn how to select the right 401k auditor, avoid costly mistakes, and ensure compliance with ERISA. Discover what qualities to look for, and where to find reputable auditors.
Read More
Preventing Identify Theft in Your Retirement Plan
Identify theft is a big problem with retirement plans. Luckily there are steps you can take to prevent it. Learn more in this FAQ.
Read More
401(k) Vesting Schedules – What They Are and How They Work
Learn everything you need to know about 401(k) vesting schedules in this short guide.
Read More
Voluntary Contributions - Probably Not a Fit for Your 401(k) Plan
Voluntary 401(k) contributions are after-tax employee contributions like Roth deferrals, but subject to different ERISA rules.
Read More
The ADP and ACP Tests - What You Need to Know
Learn about the ADP & ACP tests – the two of the three main 401(k) nondiscrimination tests.
Read More
How to Calculate Your All-In 401(k) Fee
Learn step-by-step how to calculate the total 401(k) fee in this short, easy-to-read guide.
Read More
401(k) Contribution Limits - What You Need to Know
Discover the 2023 401(k) contribution limits for employees and employers. Learn about IRS-defined limits, catch-up contributions, and ADP/ACP test limits for HCEs.
Read More
401(k) Fees - What You Need to Know About The 3 Major Categories
The DOL places 401(k) fees into 3 major categories. Learn everything you need to know about each in this quick read.
Read More
How to Reclaim Your Retirement Plan with a Previous Employer
Have a 401(k) with an old employer? Learn what to do in this easy-to-read guide.
Read More