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Newsletter

building a relationship with your 401k or benefits plan auditor

Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

May 15, 2023

Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here's why. No matter if you’re a 401(k)[...]

401k audit compliance payroll income type

Review BEFORE the audit: not every income type is the same

April 15, 2023

Imagine this: The sales team has the best quarter ever. Five of seven team members win record-breaking performance bonuses. To keep the momentum going, they are sent[...]

changing payroll providers

You’ve changed payroll providers—Here’s what NOT to do to stay 401(k)-compliant

March 15, 2023

ADP, Gusto, Paychex, and the rest... they make payroll (and life) easier. Small businesses can save millions of dollars a year by forgoing an internal payroll department[...]