Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. 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).