For employers
Content designed to educate employers on starting and running your 401(k) plans and more.
How to Help Employees with Financial Wellness and Education
Guide to Trustee Responsibilities
New 401(k) Tax Credits and How to Claim Them
Six important financial milestones for small businesses
Who Should You Trust With Your Retirement?
All About Form 5500
PEP vs. 401(k): Which is a better deal for small businesses?
Should your small business enroll in a QACA?
Profit-Sharing Plans
How Do I File Form 5500 or 5500-SF?
Why Should Benefits Brokers Offer a 401(k) to Their Clients?
401(k) student loan repayment: How this could work for small businesses
How to Set Up and Choose a Small Business Payroll System
401(k) plan administrator and sponsor duties
Helping employers manage their retirement benefits
Retirement benefits to support your workforce
Providing comprehensive retirement benefits is crucial for supporting your workforce and increasing job satisfaction and loyalty. Our resources cover how to design and implement effective retirement plans that meet the needs of your employees. Learn about 401(k) employer matches, profit-sharing plans, and extending benefits to interns and part-time employees to create a more inclusive and supportive work environment.
Optimizing 401(k) plan features
Optimizing the features of your 401(k) plan can enhance employee participation and overall plan effectiveness. Our resources offer strategies to maximize the benefits of safe harbor plans, breakdown the cost of a 401(k), and offer various plan design options and responsibilities - ensuring your retirement plans are robust and attractive.
Ensuring your plan remains in compliance
Staying compliant with regulatory requirements is essential to managing a successful retirement plan. Our resources help you navigate 401(k) compliance and administration, including nondiscrimination testing, IRS audit preparation, and understanding the roles of fiduciaries and third-party administrators to maintain compliant and well-managed plans.
Resources for informed decision-making
Use our calculators and guides to help make informed decisions about starting, converting, or managing a 401(k) or 403(b) plan. Use our webinars and guides to stay up-to-date on the latest news and industry trends across retirement legislation, state mandates, and more.