A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
What are the differences and which is right for your company? Learn More >
Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. 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).