Resources

Learn how Individual(k) plan loans work, including solo 401(k) loan limits, repayment rules, interest rates, and tax implications. Understand eligibility, application steps, and what happens if you default or leave your plan.

A 3(16) fiduciary can be hired by an employer to help smoothly run the administrative responsibilities involved in a 401(k) plan. Learn more about the benefits of adding a 3(16) fiduciary to your small business 401(k).

A financial advisor can provide valuable guidance to small business owners who are considering starting a 401(k) plan for their company, but is it necessary to have one? Learn more.

There are plenty of different types of insurance the average person is likely to have: life insurance, health insurance, car insurance, etc. However, many small business owners begin the process of sponsoring a 401(k) plan and hear for the first time that they may be required to purchase a bond to serve as insurance on behalf of their 401(k) plan.