Planning for Year-End: Deadlines, Extensions, and Common Filing Pitfalls to Avoid

As another year nears its conclusion, many business owners are focused on sales goals, budgeting, hiring decisions, and preparations for the year ahead

Recent Blog Posts

Helping Employees Understand Their Retirement Plan: Resources You Can Point Them To Without Giving Advice

Personal Investor

July 30, 2026

For many employees, a workplace retirement plan represents one of the most valuable benefits an employer can offer.

Fed Holds Steady as Oil Jumps and Chip Slump Deepens

Personal Investor

July 29, 2026

Stocks slipped after the Fed left rates unchanged and long yields pushed higher, with the Dow and S&P leading declines while the Nasdaq held up slightly better.

Federal Reserve Holds Interest Rates Steady, but Signals Inflation Fight Isn't Over

News

July 29, 2026

The Federal Reserve left its benchmark interest rate unchanged at 3.50%–3.75%, but the decision was far from unanimous.

Checking Participation Rates and Deferral Levels: Are Employees Using the Plan?

Savings

July 29, 2026

One of the most valuable benefits an employer can offer is a workplace retirement plan. Yet merely offering a 401(k) plan doesn't necessarily mean employees are taking full advantage of it.

Reviewing Your 401(k) Investment Menu: Is It Clear, Diversified, and Appropriate for Your Workforce?

Retirement

July 29, 2026

For many employers, the middle of the year is an ideal time to evaluate the health of their 401(k) plan. While much attention is often given to participation rates, matching contributions, and compliance requirements, one area deserves equal consideration: the investment menu.

Broad Market Strength Offsets AI Chip Rout Ahead of Fed and Big Tech Earnings

Personal Investor

July 28, 2026

US equities ended mixed as investors continued rotating out of semiconductor and AI-linked stocks and into more economically sensitive and defensive sectors.