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401(k) Variable Annuities - 5 Reasons to Avoid Them
Over time, the cumulative effect of variable annuity wrap fees can cost a 401(k) participant hundreds of thousands of dollars in retirement. Here’s what you need to know.
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401(k) Annual Administration - A Checklist for 2025
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our 2025 checklist makes this job easy.
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401(k) Mutual Funds – Choose Low-Cost Share Classes to Maximize Returns
Discover how choosing low-cost share classes for your 401(k) plan can significantly enhance returns and fulfill your fiduciary responsibilities.
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How Small Business Owners Are Redefining the 401(k) Market—and Helping Employees Thrive
Discover how small business owners are transforming the 401(k) market with flexible, low-cost plans that empower employees' financial futures.
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401(k) Revenue Sharing - 5 Reasons for Businesses to Avoid it
Revenue sharing can seem like a convenient way to pay 401(k) administration fees, but the method often leads to hidden costs for employees and employers.
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401(k) Tax Incentives for Small Businesses
The tax benefits of a 401(k) plan can be substantial. A basic understanding can help a small business owner take full advantage with the help of their accountant.
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Options to Correct a Failed ADP/ACP Test
If you’re a business owner, understanding your options for correcting a failed ADP/ACP test can help you mitigate the consequences - or avoid them altogether.
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A Guide to Small Businesses Retirement Plan Options for Owners
Our guide breaks down the most popular retirement plan options for small businesses, including their pros and cons, to help business owners pick the right plan.
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Solo 401(k) Plans – How to Maximize their Benefits
A solo 401(k) plan can only cover business owners and their spouses. Understanding their rules and options can help a business owner maximize their benefit.
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401(k) Document Retention Rules Made Simple
Meeting ERISA document retention standards can help employers defend 401(k) plan challenges. Organizing the necessary records in 3 files can make the job easy.
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