
For employers
Content designed to educate employers on starting and running your 401(k) plans and more.


Small Business 401(k) Match: Why It’s Worth It

Finding the Best 401(k) Plan for Small Business Owners

Nondiscrimination testing: 401(k) compliance

Co-op employee benefits: Retirement plans

The basics of 401(k) plan eligibility

How a 401(k) QDIA can help limit your fiduciary liability

401(k) for private practice physicians and doctors

Tax and Budget Considerations for Year-end Employee Bonuses and Gifts

How to calculate a QNEC (qualified non-elective contribution)

How QNECs and QMACs can help correct a failed 401(k) nondiscrimination test

How to Survive (and Thrive) as an HR Department of One

5 Ways to evaluate employee happiness

What the 2017 Fiduciary Rule Executive Order Means for Small Business 401(k) Plans

ROBS: Rollover for Business Startups
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.