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An essential resource for any business owner who wants to ensure a financially secure future and grow wealth for themselves and their employees

Tax-Efficient Retirement Planning Strategies for Mid-Sized Enterprises

Learn how to maximize tax benefits, enhance employee retirement savings, and ensure long-term financial stability for your business.

Penelope Team

Latest articles

Safe Harbor Match: A Comprehensive Guide for Business Owners

Learn how Safe Harbor match can benefit business owners by allowing them to avoid IRS compliance testing for their retirement plan.

What is a Vested Balance In a Retirement Account

Understand the importance of a vested balance in your retirement plan. Learn about vesting schedules and how they impact your savings for the future.

Maine Retirement Investment Trust (MERIT)

Maine Retirement Investment Trust (MERIT) is a state-mandated retirement savings program for Maine employers and employees. Find out how it works.

Social Security Now Expected to Run Short on Funds in 2035

The Social Security Administration projects that by 2035, it may only be able to pay about 83% of scheduled benefits. This poses a challenge for millions of Americans who have not saved for retirement.

Delaware EARNS State-Sponsored Retirement Plan

Delaware EARNS state-sponsored retirement plan offers a savings opportunity for private-sector workers in Delaware without a retirement plan. Find out how it works

401(k) Plan Administrator: The Complete Guide

Discover everything you need to know about a 401K plan administrator, from managing retirement plans to the roles of plan administrator and sponsor.

401(k) Fees: What Plan Sponsors and Participants Need to Know

Plan sponsors and participants can learn about the average 401(k) plan fees, including service fees and expense ratios to maximize retirement savings.

The Difference Between Roth and Pre-tax Retirement Contributions

Learn the key differences between Roth and pre-tax retirement contributions to make informed decisions for your financial future.

What is the Automatic IRA Act of 2024? Small Business Retirement News

The Automatic IRA Act of 2024 would require employers to automatically enroll their employees into an IRA account. Learn how it could impact your business

Retirement Plans for Nonprofit Organizations

Explore a variety of retirement plans for nonprofits. Understand 403b, 401k, SIMPLE IRA, and other plans. Choose the best plans for your nonprofit.

What’s the difference between a 401(k) and a 403(b)?

Understand the key differences between 401k and 403b retirement plans. Discover which one is better for your retirement goals. Read our comprehensive guide.

RetirePath VA - Virginia State-Sponsored Retirement Plan

RetirePath VA: Virginia State-Sponsored Small Business Retirement Plan

Discover RetirePath VA, Virginia's state-sponsored retirement savings program. Learn how it works, who is eligible, and the benefits it offers.

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