Valuable Information and Resources for Business Owners and Plan Sponsors
Exploring retirement plan options and navigating the details can be overwhelming and complex. That’s why we offer a comprehensive retirement plan resources webpage for business owners and plan sponsors that provides helpful advice, tips, and tools to help ensure you have the information you need to support your retirement plan.
Find a wealth of valuable information to help you confidently make retirement plan decisions and stay up to date on trends that affect your business’s retirement plan.
401(k) Glossary of Terms
Retirement plans are full of jargon and technical terms, but don’t worry – we’ve got your back.
A 401(k) plan helps attract and retain dedicated employees while also building a secure retirement. As a sponsor, paying close attention to plan details, particularly the fees, is important. In this article, we discuss why fees matter for employer-sponsored plans.
For doctors, dentists, and other medical practitioners who own their practices, it’s no secret that, while they may enjoy incomes well above the average, significant challenges exist with respect to planning for a secure, comfortable retirement.
Since the passage of SECURE 2.0 at the end of 2022, it is likely that many employers are reviewing their plans in anticipation of incorporating some or all of the revisions. This means that it’s probably also a good time to review some basics of non-discrimination testing.