401(k) Resources for Employers
Keeping you informed and up-to-date
What is the maximum 401(k) contribution?
The IRS recently announced the 2021 401(k) and IRA contribution limits.
SECURE Act: Eligibility Reqs for Part-Timers Change Jan. 1
The SECURE Act of 2019 seeks to expand retirement plan coverage for U.S. workers. One of the Act’s provisions changes 401(k) eligibility requirements for part-time employees.
How Does a Multiple Employer Plan Compare to a Single Employer 401(k) Plan?
Are MEPs and PEPs the new solution for workplace retirement savings or should I pick my own 401(k) plan?
The Importance and Benefits of Offering Employer Match
Some employees resist saving because they feel retirement is too far away, can’t afford it, or can’t grasp the benefit. You can help change that mentality by offering a 401(k) employer match.
How Do State-Based Plans Stack Up Against 401(k) Plans?
State-mandated retirement plans increase worker access to workplace savings programs, but they may not be the best fit for employees or employers.
How We Built 3 New Socially Responsible Investing Portfolios
Betterment is moving the category forward for socially responsible investors by offering SRI portfolios that are fully diversified and keep costs low.
Is a PEO Right for Your Business?
If managing a wide range of HR tasks has become too much for you to handle, then a PEO may be right for you.
Understanding 401(k) Compensation
Using an incorrect definition of compensation is on the top ten list of mistakes the IRS sees in voluntary correction filings.
What is Form 5330?
If you’ve been told you need to file a Form 5330, you’re probably wondering what it is and why you need to file it.
True-Ups: What are they and how are they determined?
You've been funding 401(K) matching contributions, but you just learned you must make an additional “true-up” contribution. What does this mean and how was it determined?
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 Fund 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.