Year-End 401(k) Checklist for Business Owners
The holidays are fast approaching, bringing time spent with family and friends, delicious food, and a chance to put your feet up. Maybe you’re anticipating traveling to a new destination, visiting family or enjoying a cozy staycation. Before you close your laptop for the year, there are a few simple things you should review with […]
Safe Harbor Resources Center
Safe Harbor plans do exactly what the name suggests: they provide a secure way for small businesses to offer a 401(k) plan without the hassles of compliance testing that they often face. The 401GO deadline for 2025 Safe Harbor 401(k) plan submissions is next Friday, September 30th. Educate yourself and your clients with our Safe […]
Year-End Checklist for Payroll and Benefits Compliance
As 2024 comes to an end and things quiet down for a few days, it’s a good opportunity for outsourced payroll and benefits administrators to make sure 2025 begins in full compliance. Here’s a list of important items you’ll hopefully have buttoned up already. 1. Payroll Compliance 2. Benefits Compliance 3. Tax Compliance 4. Vendor […]