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Is Your 401(k) About to Lose Solo Status? Here’s How to Prepare

Is Your 401(k) About to Lose Solo Status? Here’s How to Prepare

By: Eric Droblyen

July 19th 2022

Preparing a small business 401(k) plan to lose its solo status is not complicated. Here’s what you need to know to smoothly transition your plan.
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The Ultimate Guide to Safe Harbor 401(k) Plans

The Ultimate Guide to Safe Harbor 401(k) Plans

By: Eric Droblyen

March 30th 2022

Safe harbor 401(k) plans are popular with small businesses that struggle to pass IRS-mandated nondiscrimination testing. Our guide answers common questions.
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401(k) vs SIMPLE IRA: Which is Right for Your Business?

401(k) vs SIMPLE IRA: Which is Right for Your Business?

By: Eric Droblyen

May 27th 2020

401(k) or SIMPLE IRA? The kind of plan you pick could have an enormous impact on the finances of everyone involved in your business. Choose wisely.
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Safe Harbor 401(k) Plans: Answers To Common Questions

Safe Harbor 401(k) Plans: Answers To Common Questions

By: Eric Droblyen

March 18th 2020

Safe harbor 401(k) plans are increasingly popular with small businesses. Our FAQ can help owners decide if one is right for their company.
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401(k) Rollovers: When One is in Your Best Interest

401(k) Rollovers: When One is in Your Best Interest

By: Eric Droblyen

May 15th 2019

After leaving a job, you must decide what to do with your 401(k) account. A rollover may or may not be in your best interest. Here's how to decide.
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Safe Harbor or Traditional 401(k) Plan – How to Decide

Safe Harbor or Traditional 401(k) Plan – How to Decide

By: Eric Droblyen

March 6th 2019

Safe harbor 401(k) plans are the most popular type of 401(k) used by small businesses today, but they are not the best fit for every small business.
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Replacing SIMPLE IRAs with a 401(k) – Frequently Asked Questions

Replacing SIMPLE IRAs with a 401(k) – Frequently Asked Questions

By: Eric Droblyen

December 12th 2018

Replacing a small business SIMPLE IRA with a 401(k) is not a complicated process, but it does require planning. Our FAQ can help the process go smoothly.
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Are Profit Sharing Contributions Right for Your 401(k) Plan?

Are Profit Sharing Contributions Right for Your 401(k) Plan?

By: Eric Droblyen

January 10th 2018

Pro rata, permitted disparity, and new comparability are types of 401k profit sharing contributions. Employers should know if they’re right for their plan.
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403(b) vs. 401(k) Plans for Non-Financial People

403(b) vs. 401(k) Plans for Non-Financial People

By: Holly Roussel-Godfrey

July 26th 2017

These two big differences are truly all you need to know when deciding between a 403(b) or 401(k) plan – their eligibility and testing requirements.
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New Comparability 401(k) Plans - Are They Right for Your Small Business?

New Comparability 401(k) Plans - Are They Right for Your Small Business?

By: Eric Droblyen

April 19th 2017

Small businesses should consider new comparability profit sharing contributions when 401k plan goals include maximizing owner contributions at the lowest cost
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