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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401(k) Third Party Administrator vs. Advisors: What Are The Key Differences?

November 22, 2017 by Hazel Gunapala

The acronym TPA gets thrown around regularly in the 401(k) industry. If you are a plan sponsor, you may have been directed to your TPA […]

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401(k) ESG Investing: How Responsible Are Your Funds?

November 20, 2017 by Alex Goldberg

If you think you’re hearing more about ESG and sustainable investing, you’re right. Assets are growing in mutual funds and ETFs that seek out companies […]

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Law firm 401k

Better 401(k)s For Law Firms: How Lawyers Can Optimize Their 401(k)

November 16, 2017 by Healy Jones

Attorneys may not think of themselves as running a small business, but even law firms with 50 or 100 attorneys and support staff have much […]

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401k Financial Advisor at work

401(k) Financial Advisors: What Are Their Core Responsibilities?

November 14, 2017 by Alex Goldberg

While a 401(k) financial advisor is not required to offer a company-sponsored retirement plan, a competent one can really help in several key aspects. They […]

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professional employer organization pros and cons

Pros and Cons: What is a Professional Employer Organization (PEO)?

November 6, 2017 by Alex Goldberg

As you focus on growing your small business you may have considered working with a Professional Employer Organization, or PEO. Or you may have already […]

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