Resources

Find out about Asset Under Management (AUM) fees for 401(k) retirement plans. Understand how financial advisors charge based on investable assets.

Learn about the importance of compliance testing for a 401(k) retirement plan, including key employee rules, and potential consequences for plan sponsors.

Discover the best retirement plans for small business owners with employees. Ensure a secure future for you and your staff with the right retirement plan.

Learn how to set up a 401(k) plan for your small business as an employer and a small business owner. Set up a 401k plan to attract and retain top employees.

Learn the key differences between a 401(k) and a Safe Harbor 401(k) plan to understand which retirement option is best for small business owners.

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

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

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

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

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