Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).