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401(k) Resource Center

Have retirement plan questions? Search our resource center for answers and more.

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Article
A Guide to Safe Harbor 401(k) Plans for Small Businesses - Including SECURE 2.0 Changes
Safe harbor 401(k) plans are popular with small businesses who struggle to pass IRS-mandated nondiscrimination testing. Our guide answers common questions.
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Future Value of 401(k) Fees Calculator
The cumulative effect of 401(k) fees can be dramatic. Use our calculator to see how much you can increase your future savings by lowering your 401(k) fees today.
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Small Business 401(k) Tax Credit Calculator
SECURE 2.0 significantly enhanced the tax credits available to eligible small businesses that start a new plan, add an auto-enroll feature, or contributions made by employers. Use our free calculator to estimate your credits.
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Article
SECURE Act 2.0 – A Summary of the Major 401(k) Provisions
SECURE 2.0 makes sweeping changes to 401(k) plans. Employers should understand the most significant provisions to prepare their 401(k) plan for them.
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401(k) Annual Administration - A Checklist for Business Owners
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our checklist makes this job easy.
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www.employeefiduciary.comhubfs2020 Adminstration Checklist
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