We’re entering 401(k) season. Are you prepared?

We’re entering 401(k) season. Are you prepared?

More companies will change their 401(k) providers/platforms between Labor Day and Thanksgiving than at all other times of the year.  Why?  Virtually none of your employees (participants) has made money in 2022 in their 401(k) and some are down up to 40%. Has your...
It’s 401(k) Improvement Time

It’s 401(k) Improvement Time

The end of every year and the beginning of the new year are the absolute best times for Trustees and Administrators to work on improving their 401(k).   So you should be asking yourself: What and how can our 401(k) be improved? Here are your answers with a...
The Ultimate Guide to a 401(k) Audit

The Ultimate Guide to a 401(k) Audit

Every business needs a 401(k) audit to be successful. However, it’s never easy.  Ask anyone who’s ever been responsible for 401(k) administration: the annual 401(k) audit is no walk in the park. The 401(k) audit is the extensive, complicated annual compliance...