Preparing for a Mid-Year Plan Review
Mid-year is a good time to pause, review your plan, and make small adjustments before the second half of the year.
Understanding Match Formulas
Match formulas can be confusing. Here is a clear explanation of how they work and where employees often miss part of the benefit.
A Mid-Year Check-In for Your 401(k) Plan
A quick mid-year check can help you stay on track, catch small issues early, and avoid surprises later.
Handling Terminated Employees in Your 401(k) Plan
Terminated employees with balances are common. Here is how to keep your plan organized.
What Counts as Compensation in Your 401(k) Plan
What counts as compensation in your plan may be more specific than you think. Here is why it matters.
How to Communicate Your 401(k) Plan Clearly and Confidently
Clear communication makes your 401(k) more effective. Here are simple ways to help employees understand and use your plan.