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Monday, August 21, 2023

Long-Term, Part-Time Overview for 2024 For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because they often don’t meet the plan’s eligibility...

Monday, August 14, 2023

The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep saving, no matter what the stock market is doing. It’s always beneficial to connect...

Monday, August 7, 2023

You may have heard of a Total Rewards Strategy. It is a recruiting and retention strategy given that it goes beyond the traditional salary benefits by providing holistic rewards that entail added motivation for employees. This strategy...

Tuesday, August 1, 2023

Required for 2024Luckily, the required changes for 2024 are minimal.Requirement SummaryLong-term, part-time employees become eligible to participate in the 401(k) plan.Catch-up contributions are required to be Roth if the participant...

Thursday, July 20, 2023

High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks. In 2022, more than 50 million Americans...

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Wednesday, July 19, 2023

Financial education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping...

Tuesday, July 18, 2023

With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs. Looking to attract and retain high-quality talent in today’s competitive...