Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. 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).