Have retirement plan questions? Search our knowledge center for answers.
401(k) plans are popular today because they offer generous tax benefits to employers and employees. However, to qualify for these benefits, 401(k)...
When two or more companies with common ownership meet the IRS’ controlled group definition, they are considered a single employer for 401(k) plan...
According to AARP, Americans are 15 times more likely to save for retirement when they can do so by payroll deduction through a workplace retirement...
During the 401k plan design process, we get a lot of questions from small business 401k fiduciaries about employee eligibility.
To meet ERISA reporting requirements, most 401(k) plans must file a Form 5500 annually. This form is designed to disclose certain plan-related...
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