403(b) Contribution Limits
A lot of people are familiar with 401(k)s, even though the name could not possibly be less catchy or memorable (if you didn’t know, it’s named for a tax code).…
Kelly Wilde
Director of Client Success
Senior Client Success Manager, Kelly, enjoys playing in the outdoors, and serves as a strong advocate for employees and small companies.
AUTHOR BLOG posts
Insights for Advisors, Insights for Employers
Blog, Insights for Employers, Insights for Everyone Else
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
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
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
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)
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…
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