Kelly Wilde
Director of Customer Success
Senior Client Success Manager, Kelly, enjoys playing in the outdoors, and serves as a strong advocate for employees and small companies.


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…


of 1