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


401(k) loan and hardship withdrawal information for employers

Understanding the Department of Labor’s Fiduciary Rule

Higher Minimum Wage Laws and New Overtime Rules for Small Businesses in 2017

The CARES Act: What SMBs need to know about how it affects retirement plans

How Startups Can Fight Bias and Harassment, Even Without an HR Team

Holiday Business Etiquette for Your Customers and Employees

Startup Employee Handbook Template

Payroll Taxes for Small Businesses: The Basics

The 10 Best HR Resources and Websites

Small Business Insurance Policy Basics: Liability and Property Insurance

Put Your Employees on the Millionaire Track with a 401(k)

The SECURE Act: Three Changes Affecting Withdrawals Are Coming

Small Business Finances: Should You Hire a Bookkeeper, an Accountant, or Both?

How to Convince Young Employees to Save for Retirement
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.