HR 90 day plan

New HR Job? Here’s a 90 Day Plan To Master Your Role

May 18, 2018 by Evan Ross

If you are a new member of the human resources department – or if you are the HR department – you have a lot on […]

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CFO transition plan template

New To Your CFO Role? In Charge of the 401(k)? Read This.

May 18, 2018 by Evan Ross

Are you the new CFO of a small or mid-sized business? If so, you are probably knee deep in learning the company’s financial condition while […]

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Small Business Benefits Advisor

Should You Get Your 401(k) From A Small Business Benefits Advisor?

May 4, 2018 by Evan Ross

You wear a lot of hats at your small business. Sometimes it may seem like you are wearing all of them. But for some tasks, […]

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Employee Retention In Hospitality Industry

Four Employee Retention Strategies For The Hospitality Industry

April 27, 2018 by Evan Ross

Employee retention is a serious issue in the Hospitality and Food Services sector. According to the Bureau of Labor Statistics, the sector has an annual […]

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401k Tax Credits

401(k) Tax Credits: More Good Reasons To Offer a 401(k)

April 27, 2018 by Evan Ross

It’s no secret that small businesses are less likely to offer a retirement plan than larger companies. According to a survey by Pew Charitable Trusts, […]

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ACP Test

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

April 20, 2018 by Evan Ross

If you have been offering a company 401(k) for more than a year, then you know your plan requires a lot of testing to stay […]

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Highly Compensated Employee

Highly Compensated Employees: What You Need To Know To Pass Your Non-Discrimination Tests

April 20, 2018 by Evan Ross

Employers start 401(k)s for lots of reasons. Some consider a 401(k) a great recruitment tool. Others may see the plan as a tool for retaining […]

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PEO for Small Business

PEOs For Small Business – Are They Right For You?

April 12, 2018 by Evan Ross

Small business owners are always looking for two things: Ways to spend more time running the business. Ways to spend less time on the dreaded […]

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Acing Non Discrimination Testing

Acing Non-Discrimination Testing – 3 Strategies To Help Your Executives Maximize 401(k) Contributions

April 11, 2018 by Evan Ross

Non-discrimination testing is a pain. When employees aren’t participating in the 401(k) or saving enough, non-discrimination testing can severely limit how much highly compensated employees […]

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Automatic Escalation

Automatic Escalation: Optimize Your 401(k) With This Brilliant Feature

April 5, 2018 by Evan Ross

Increasing employee deferral rates is an excellent way to get more benefit from your company’s 401(k). Not only do higher saving rates help your employees […]

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