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Aug 6, 2018
Illinois Secure Choice or How to Fix a Retirement Savings Gap for Employees of Small Businesses
In 2016 more than 40% of full-time private sector workers said they lacked access to either a pension or an employer-based retirement...
Jul 10, 2018
Three of the Best Retirement Plans for Small Businesses
Most of us know that a 401(k) plan allows us to contribute to our retirement expenses by giving us a way to grow our money tax-free in...
Feb 21, 2018
A True-Up Match or How to Enhance Employees' Retirement Savings
If you are an employer who truly cares about your employees’ financial future, especially their financial well-being at retirement, then...
Dec 26, 2017
Complying With the 408(b)(2) Regulation
When it comes to managing and administrating a 401(k) plan, there are some duties that a plan sponsor can delegate. For example, a 401(k)...
Dec 11, 2017
Insufficient Fidelity Bond Coverage
When I review Forms 5500 of micro and small 401(k) plan sponsors, one mistake that I am frequently seeing is insufficient fidelity bond...
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