Mandatory Roth Catch-Up Contributions for High Earners: Are You Ready?
One of the major changes to retirement plans under the SECURE 2.0 Act of 2022 is that catch-up contributions for…
The 2026 Roth Catch-Up Rule: What Employers Need to Know (and How to Get Ahead of It)
You may have already heard about the upcoming Roth Catch-Up Rule for 401(k) and 403(b) plans, but it’s worth emphasizing…
How Plan Administrative Fees Can Be Charged to 401(k) and 403(b) Participants
Who Pays for Retirement Plan Fees? Let’s Break It DownIn our last article, we talked about what can and cannot…
SECURE Act 1.0 and 2.0: Key Changes to 401(k) and 403(b) Plans for 2025 and 2026
The SECURE Act 1.0 (2019) and SECURE Act 2.0 (2022) have introduced transformative changes to 401(k) and 403(b) retirement plans,…
Why 2025 Is the Year to Launch a 401(k) Plan for Your Small Business
In today’s competitive business landscape, offering a robust employee benefits package is essential for small businesses. A 401(k) plan is…
The Advantages of 457(b) Plans for Non-Profits
In the realm of non-profit organizations, securing financial stability for employees while maintaining the organization's mission is paramount. Amidst the…
Hiring a Retirement Plan Auditor? Here’s How to Get It Right.
When it comes to managing a 401(k) or 403(b) retirement plan, few tasks are as crucial—or as misunderstood—as the annual…
7 Reasons Why Every 401(k) and 403(b) Plan Needs a Financial Advisor
When businesses offer a 401(k) or nonprofits provide a 403(b) plan, they give employees the opportunity to save for a…
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What Records Should 401(k) and 403(b) Plans Retain?
Key TakeawaysAdhering to ERISA guidelines and maintaining meticulous records are crucial for protecting participant interests and ensuring regulatory compliance in…
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Revisiting the Overhauled Form 5500 Rule: How the New Audit Requirements Simplify 401(k) and 403(b) Plans
Key TakeawaysThe updated Form 5500 rule now counts only participants with account balances at the beginning of the plan year…
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