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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ADP Test

Passing Your ADP Test – Here’s What You Need To Know

April 5, 2018 by Evan Ross

For sponsors of 401(k) plans, the first part of the year is exam time. That’s when several tests are performed to determine if the plan’s […]

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Automate Your Retirement Plan Reviews

It’s Time for your Retirement Plan Review – Why Not Get Automated?

March 29, 2018 by Evan Ross

Say you’ve had the company 401(k) up and running for some time now. So you know there are lot of moving parts, and a lot […]

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403b Fiduciary - Is Your Advisor On Your Side?

403(b) Fiduciary: Is Your Advisor Acting In Your Company’s Best Interests?

March 29, 2018 by Evan Ross

It would be perfectly logical to assume the advisor who helps you with your 403(b) plan’s investments would be acting in your employees’ best interest. […]

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managed-accounts

Should You Include a Managed Account Option in Your 401(k)?

March 22, 2018 by Evan Ross

There’s a lot of talk about managed accounts these days. But what exactly is a managed account? A managed account is a 401(k) option whereby […]

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retirement-plan-types

Retirement Plan Types: 401(k) vs SEP IRA, SIMPLE IRA, and Solo 401(k)

March 22, 2018 by Evan Ross

So you’re thinking about investing in a retirement plan for your small business? Great idea! You’ll have the opportunity to grow your retirement nest egg […]

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401(k) risk

401(k) Risk: Are You Taking On Too Much?

March 14, 2018 by Evan Ross

If you’ve ever wondered about the 401(k) risk for your plan, then you are familiar with the notorious Form 5500. That’s the document designed to […]

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