Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account. Learn More >
Make sure you understand how to administer a Roth 401(k) account before adding it to your plan. Learn More >
What considerations should be made when deciding between pre-tax or Roth after-tax 401(k) contributions? Learn More >
The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account.
October is recognized as Employee Ownership Month for ESOPs.
Susan recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).