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401K Plan Mistakes

Top three 401k plan mistakes made this year (and how they might still affect you)

December 16, 2021

You probably already know your 401k plan must satisfy certain plan qualification requirements enforced by the IRS. But what you may not know is that if your plan fails to meet[...]

We’re Growing Again! Meet Kimberly Townsend

November 19, 2021

Kimberly R. Townsend Kim earned a Bachelor of Science degree from Madonna University in 2005. Then, after working as a corporate financial consultant for four years,[...]

Myths vs Facts

“We’ll take care of the 401k audit for you” and other myths

November 15, 2021

There are many benefits to having a 401(k) plan for your employees, such as retirement savings for your team, reduced taxes on wages, and reduced taxes for the employer, to[...]