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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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401(k) Amendment Rules – A Guide for Employers
The Internal Revenue Service has strict rules for amending 401(k) plan documents. To stay out of trouble, employers should understand some amendment basics.
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Understanding ERISA 404(c): Importance, Compliance, and the Role of QDIAs
ERISA 404(c) protects employers from liability for investment losses resulting from 401(k) participant decision-making. Compliance is easy.
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401(k) Participant Disclosures - What Employers Need to Know
401(k) plans have complicated participant disclosure rules. However, an employer’s role in meeting these requirements is basic when a qualified 401k provider is used.
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401(k) Matching Contributions – What Retirement Savers Need to Know
In this article, we will explore the mechanics of 401(k) matching contributions, their importance, and strategies to maximize their benefits.
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401(k) Rollovers – FAQs for Retirement Investors
Rolling retirement savings from a low-cost 401(k) plan to an overpriced plan or IRA today can cost an investor dearly in retirement. Our FAQ can help you make an informed rollover decision.
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401(k) Advisor Fee Study: How Much Fiduciary Advice Lowers Plan Costs
Our fee study of 1,109 401(k) financial advisors shows how much fiduciary-grade investment advice can lower the total cost of a 401(k) plan vs. national averages.
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The DOL’s New Retirement Security Rule - A Win for Retirement Investors
The DOL's Retirement Security Rule aims to protect investors by making all professional retirement advice subject to ERISA’s rigorous fiduciary standards.
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Enrolling in a 401(k) Plan – How to Make Informed Decisions
Making informed 401(k) enrollment decisions can significantly reduce your future retirement's out-of-pocket cost. Our 4-step process can help you do that.
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