Accountants & Bookkeepers 401(k) FAQs for Accountants and Advisors Do your clients have questions about offering a 401(k) plan? We’ve got most of the answers accountants and advisors need right here! This article is the third in a three-part series
401(k) Basics 401(k) Profit Sharing Plans: The Nuts and Bolts of a Great Benefit Despite its name, profit sharing in a 401(k) plan doesn’t actually have much to do with your company’s profits. So what is it? Profit sharing in a 401(k) plan
401(k) Basics Safe Harbor 401(k): The 2019 Guide for Business Owners What is a Safe Harbor 401(k) plan? What do you have to do to offer one? And whay do all those acronyms mean? Don't worry. We’ve helped many companies set up
Accountants & Bookkeepers Why Tax Pros Should Be Up To Speed on 401(k) Plans Every business owner has to make decisions that are outside his or her expertise. When it comes to small business 401(k) plans, our internal research has shown that an accountant or bookkeeper
Accountants & Bookkeepers How to Help Your Clients Choose the Right 401(k) Plan Okay, so maybe your client has asked you if they should offer a 401(k). Or maybe you’ve suggested that they offer one. Either way, do you really know how to help
401(k) Basics Taking Care of Business: ERISA Fiduciary Duties of a 401(k) Plan Sponsor When you set up an employer-sponsored 401(k) plan for your team, you to need figure out who is going to handle the fiduciary duties, and you're probably going to come across the
401(k) Basics 401(k) Nondiscrimination Tests: How to Stay Compliant Does your company’s 401(k) plan benefit all your employees, or does it favor owners and executives who make more money? That’s what the two major 401(k) nondiscrimination tests try
401(k) Basics The 401(k) Provider Checklist: How to Choose a Great Plan Before we dive in, give yourself a pat on the back. Shopping for a 401(k) provider means you’re thinking about giving your employees a benefit they crave. Recent research shows that
Retirement Planning Should You Participate in Your 401(k) Plan? Here's How to Decide. This probably won’t come as a surprise, but Americans are lousy savers. A recent Guideline survey found that only 48% of workers feel at least somewhat confident about their ability to retire
401(k) Basics The Small Business Guide to Offering a 401(k) Plan Offering a 401(k) sends a great message to your employees — that you’re invested in their future. Recent research shows that half of American families have no retirement savings, and that less
401(k) Basics What a 401(k) Means to Your Team and How to Get it Right According to the Economic Policy Institute (EPI), close to half of all American families don’t have any retirement savings. This uncertain future presents your business with the opportunity to build a stronger