We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >
Advisors with in-depth knowledge of retirement plans who partner with a TPA are more successful at growing their retirement plan business. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account.
October is recognized as Employee Ownership Month for ESOPs.
Susan recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).