Retirement

Building a Simple Annual "Plan Checkup" Calendar So Retirement Oversight Doesn't Get Lost

Retirement

July 31, 2026

For many business owners, managing a retirement plan can seem like trying to hit a shifting target.

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

Retirement

July 30, 2026

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

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

Retirement

July 28, 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.

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

Retirement

July 23, 2026

When employees choose to defer part of their pay into your 401(k) plan, they’re trusting that those dollars move from payroll into the plan quickly and consistently.

Eligibility, Entry Dates, and Compensation Definitions: A Mid Year Check for Business Owners

Retirement

July 21, 2026

For business owners sponsoring a 401(k) plan, three core concepts shape how the plan works every day: who is eligible, when employees enter the plan, and what counts as compensation for contributions and testing.

Is Your 401(k) Plan Document Aligned With How You Operate the Plan?

Retirement

July 8, 2026

For a business owner sponsoring a 401(k) plan, the written plan document is the foundation of everything: it describes who can participate, how contributions work, when money can be taken out, and more. To keep the plan tax‑qualified, it must be both written correctly and operated in accordance with its written document.

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Retirement

Building a Simple Annual "Plan Checkup" Calendar So Retirement Oversight Doesn't Get Lost

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

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

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

Eligibility, Entry Dates, and Compensation Definitions: A Mid Year Check for Business Owners

Is Your 401(k) Plan Document Aligned With How You Operate the Plan?

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Popular Blog Posts

Building a Simple Annual "Plan Checkup" Calendar So Retirement Oversight Doesn't Get Lost

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

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

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