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May 13, 2020
Pitfall 2: Not Following the Plan Document

401(k) Plan Sponsor Pitfall #2: Not Following the Plan Document

One of the most common problems we see when planning 401(k) audits is the plan sponsor’s failure to follow the terms of the plan document. This […]
May 13, 2020
Man in distress looking at a screen

401(k) Plan Sponsor Pitfall #1: Poor Investment Choices Lead to Lawsuits

As a plan sponsor, it is your fiduciary responsibility to provide investments that are in the participants’ best interest. If you need help conceptualizing this, ask […]
May 13, 2020
Business Man Pointing the Text: Audit? We Can Help!

Your Company Needs a 401(k) Audit – What Now?

The first time your 401(k) plan is audited can be difficult, confusing, and time-consuming. However, this quick guide should relieve some of the stress. You may […]
May 13, 2020
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A Double-Edged Sword: Automatic Enrollment Features

Have you recently thought about adding auto-enrollment to your company’s 401(k) plan? If so, there are a few things to be aware of before deciding. First, […]
May 13, 2020
Business man with the words Safe Harbor between his hands

Safe Harbor Plan for Business Owners

A successful business owner knows that finding and retaining top talent is one of the keys to running a successful business. Providing valuable fringe benefits, such […]
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