Major ForUsAll Milestones – $500m in Assets and $21m in Venture Funding

January 18, 2018 by Healy Jones

Last January we were pleased to announce that we grew our assets to $100 million. This year we are excited to let the world know […]

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401(k)s for Engineering Firms: Structuring A Better Retirement Plan

January 17, 2018 by Alex Goldberg

Meeting your engineering firm’s project deadlines is critical to your business. But your 401(k) also faces a deadline — the deadline for each employee to […]

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IRS Retirement Plan Contribution Limits Increase in 2018

January 17, 2018 by Hazel Gunapala

Each year, the IRS indicates if the 401(k) contribution limits are going to remain steady or change for the following year. These limit adjustments are […]

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401(k) ACP Test: Why Your Employees’ Actual Contribution Percentage Matters For Compliance

January 9, 2018 by Alex Goldberg

Offering a 401(k) means complying with IRS and ERISA rules, and one of the cornerstones of compliance is making sure that 401(k) benefits are spread […]

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401(k) Regulations: 8 Regulatory Hurdles When Managing A Small Business Retirement Plan

January 8, 2018 by Alex Goldberg

If you are thinking about including a 401(k) plan among your small business’s employee benefits – or have inherited the management of one – congratulations! […]

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What is an ERISA Fidelity Bond?

January 3, 2018 by Alex Goldberg

If your small business offers a 401(k) plan, then you are already well on your way to learning a new language – the language of […]

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IRS 401k Fix-It Guide Summary

IRS 401k Fix-It Guide: A Primer On How to Fix Your 401(k)

December 28, 2017 by Alex Goldberg

Have you ever discovered an error in your small business 401(k)? If so, then you probably remember that same sudden feeling of panic as when you’ve […]

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401(k) Investment Options: 10 Tips for a Winning 401(k) Fund Lineup

December 15, 2017 by Alex Goldberg

There are a lot of moving parts to your company’s retirement plan. From getting employees enrolled to making distributions in a timely manner, to keeping […]

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Closing the 401(k) management deal on the golf course.

Should Your Private Wealth Manager Run Your Company’s 401(k)?

December 11, 2017 by Alex Goldberg

If you have a private wealth manager who advises you on personal financial matters, has that advisor asked to run your company’s 401(k)? After all, […]

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401(k) and 403(b) Education: How to Set Up Employees for Success

December 8, 2017 by Alex Goldberg

When it comes to educating participants, plan sponsors running ERISA retirement plans must, at a minimum, notify employees annually that they have the right to […]

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