401(k) Resources for Employers
Keeping you informed and up-to-date
Plan Design Matters
Thoughtful 401(k) plan design can help motivate even reluctant retirement savers to start investing for their future. Learn more now.
401(k) Considerations for Highly Compensated Employees
Help ensure your 401(k) plan benefits every employee – from senior executives to entry-level workers. Read on for more information.
Everything You Need to Know About 401(k) Blackout Periods
Maybe you’ve heard of a 401(k) blackout period, but if you don’t know exactly what it is or how to explain it to your employees, read on.
Why You Should Have a 401(k) Committee and How to Create One
A 401(k) committee can help improve plan management and alleviate your administrative burden.
Pros and Cons of OregonSaves for Small Businesses
Answers to frequently asked questions about the OregonSaves retirement program for small businesses.
Pros and Cons of Illinois Secure Choice for Small Businesses
Answers to frequently asked questions about the Illinois Secure Choice retirement program for small businesses.
401(k) Required Minimum Distributions (RMDs) now start at age 72
In exchange for all of the tax advantages 401(k)s provided during your accumulation years, by law, you will need to start taking distributions from your account when you turn 72.
SECURE Act 2.0: What it means for 401(k) Plans
SECURE Act 2.0 expands retirement plan coverage and makes it easier for employers to offer retirement plan benefits.
A Guide to Safe Harbor 401(k) Plans
Stress less by setting up a Safe Harbor 401(k). You can bypass some of the tests and focus on helping your employees save for their financial futures.
What Employers Should Know About Timing of 401(k) Contributions
One of the most important aspects of plan administration is making sure money is deposited in a timely manner—to ensure that employer contributions are tax-deductible and employee contributions are in compliance.
Retirement Planning by Age
Investing in Your 20s: 4 Major Financial Questions Answered
When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.
Investing in Your 30s: 3 Goals You Should Set Today
It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.
Investing in Your 40s: 4 Financial Goals You Should Prioritize at Mid-Life
In your 40s, your priorities and investing goals become clearer than ever; it’s your mid-life opportunity to get your goals on track.
Investing in Your 50s: 4 Practical Tips for Retirement Planning
In your 50s, you’ll want to assess your retirement plan, lifestyle, future earnings, and support for your family. Then, practice goal-based investing to help ensure your objectives are met.