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877.401.5100

401(k) Knowledge Center

Have retirement plan questions? Search our knowledge center for answers.

Retirement Planning

401(k) Retirement Planning – 4 Steps to Retire Faster
Want to Retire Early? Three 401(k) Features That Can Help
Roth vs. Pre-Tax 401(k) Deferrals – How to Choose

Fiduciary Responsibility

How to Meet 401(k) Fiduciary Responsibilities
The Fiduciary Hierarchy Applicable to All 401(k) Plans
Best Practices for Avoiding 401(k) Fiduciary Liability

401(k) Fees

401(k) Fee Study - 75% of Small Business Plans Pay Hidden Fees
401(k) Fees - What You Need to Know About The 3 Major Categories
'Hidden' 401(k) Fees – What Business Owners Need to Know

401(k) Investments

401(k) Investment Basics for Employers
Options for Picking a 401(k) Investment Menu
401(k) Investment Advice - Pros and Cons of the 3 Major Forms

401(k) Plan Design

401(k) Plan Design – An Overview
Small Business 401(k) Plan Design Study - What 3,975 401(k) Plans Are Doing
Safe Harbor 401(k) Plans - Frequently Asked Questions

401(k) Administration

401(k) Annual Administration - A Checklist for Business Owners (2022)
Is Your Company Part of a Controlled Group? You Need to Know or Risk 401(k) Plan Disqualification
How Much Time Does Annual 401(k) Administration Take?

401(k) Contributions

Plan Compensation - The Basis For All 401(k) Contributions
401(k) Contribution Deadlines – You Don’t Want to Miss Them!
Roth 401(k) Deferrals — Answers to Common Questions

401(k) Distributions

401(k) Withdrawal Rules – Frequently Asked Questions
401(k) Loan Rules – What Plan Participants Need to Know
Hardship Distributions – Frequently Asked Questions

401(k) Nondiscrimination Testing

The Basics of 401(k) Nondiscrimination Testing
Deadlines for 401(k) Nondiscrimination Testing
The Coverage Test - What You Need to Know

Starting a Retirement Plan

The Benefits of a 401(k) Plan for Employers and Employees
Small Business 401(k) Tax Credits – Including SECURE Act Enhancements
Deadlines for 401k Adoption – Including SECURE Act Changes

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