Using the IRS 401(k Checklist as a Mid Year Self Audit Tool

A 401(k) plan is a valuable benefit for your team, but it also comes with ongoing responsibilities for you as a business owner and plan sponsor. Mid year is a practical time to pause and run a structured self-check on the plan, while there’s still time in the calendar year to correct issues and refine processes. 

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Recent Blog Posts

The Role of Behavioral Finance in Wealth Management

Personal Investor
April 3, 2025

How Cognitive Biases Affect Investment Decisions and How Advisors Can Help Mitigate Them.

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Midday Market Roundup for Thursday, April 3, 2025

Personal Investor
April 3, 2025

Global Markets Plunge in a Momentous Event Amid Trump’s Sweeping Tariffs.

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The Pulse: Global Economic and Market News for Wednesday, April 2, 2025

Personal Investor
April 2, 2025

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Investment Strategies for a Volatile Market

Personal Investor
April 2, 2025

Navigating a volatile market requires discipline, diversification, and a focus on long-term goals. 

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Understanding Economic Indicators: What to Watch in Q2 2025

Personal Investor
April 2, 2025

As global markets navigate policy shifts and inflationary pressures, Q2 2025 presents a crucial set of economic indicators for investors to monitor closely. 

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Midday Market Roundup for Wednesday, April 2, 2025

Personal Investor
April 2, 2025

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