Blog, Insights for Employers, Insights for Everyone Else
By Kelly Wilde | Dec 11, 2023
Understanding ERISA Bonds for 401(k) Plans
If you’re thinking about sponsoring a 401(k) plan at your company, you should know about ERISA bonds. ERISA bonds are required for almost all 401(k) plans. And while they are…
Blog, Insights for Employers, Insights for Participants
By Kelly Wilde | Nov 13, 2023
Solo 401(k) Contribution Limits
Have you heard of the solo 401(k), aka the solo-k? If not, you may have failed to consider the best retirement plan option for you. We understand that exploring every…
Blog, Insights for Employers, SMB
By Kelly Wilde | May 22, 2023
401(k) vs. 403(b) — Which Is Right for Your Company?
As a small business owner, you may be contemplating offering your employees a retirement plan. You undoubtedly know that the most valuable employees wish to work at companies that offer…
Blog, Insights for Participants, Participants, Solutions Individual
By Kelly Wilde | Jan 19, 2023
Understanding Roth and Traditional 401(k) Contributions
When it comes to saving for retirement, 401(k) plans are a popular choice. They offer tax advantages and are often provided by employers to benefit their employees. But not all…
Blog, Insights for Employers, SMB, Solutions 401(k)
By Kelly Wilde | Dec 7, 2022
How to Switch Your 401(k) Provider in 5 Simple Steps
If you aren’t pleased with your current 401(k) provider or haven’t shopped around in a while, it may be time to see what’s out there. Fortunately, as technology and automation…