Target-Date Funds in 401(k) Plans
As TDFs have changed, they have morphed into an entity that lends itself to easier and greater personalization toward the participant.
The Art of Client Engagement: Building Strong Relationships as a Financial Advisor
As with any service profession, one of your biggest challenges is convincing your potential clients to choose you, and to stick with you through the years.
4 Reasons You Should Offer Matching 401(k) Contributions
Let’s talk about why the cost of offering your employees matching 401(k) contributions is definitely worth it.
How Fintech Solutions Help Accountants Help Their Clients
Small business owners may rely on their accountant or bookkeeper to provide the advice they need for finding a 401(k) company to partner with.
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 good benefits, and if you don’t have a retirement plan, you may fail to attract the best and brightest. Should you offer your employees a […]
Why Safe Harbor 401(k) Plans Are so Popular with Small Businesses
Safe Harbor plans have some distinct advantages over traditional 401(k) plans and may be especially attractive to small businesses.
How Financial Advisors Choose a 401(k) Company
Retirement plan advisors, who work with 401(k) companies every day, can show you how to shop like a pro.
Does Your Company Need to Do a 401(k) Audit?
Not every 401(k) needs to be audited. How do you know if your business is required to perform annual 401(k) audits?
Built-In 3(38) or Optional Outside 3(38) Fiduciary Services?
With 401GO, financial advisors can choose between built-in or outside 3(38) fiduciary services.
New Roth Employer Contributions Law
Recently, the IRS made some important changes to how Roth IRAs can be funded that we want you to know about.