Employer Resources

Retirement plan resources

Unlock the full potential of your plan design, management, and benefits with our comprehensive resources.

Contribution Limits Stay up to date with the adjusted annual maximum retirement plan contribution limits for IRAs, SEPs, SIMPLEs, 401(k)s, 403(b)s, Profit Sharing Plans, and more.

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401(k) Plan Roles and Responsibilities

Review the roles associated with your plan to better understand how each party relates to your fiduciary responsibility as the plan sponsor.

401(k) Plan Sponsor Contributions

Discover the benefits of employer matching and profit sharing contributions options, and learn more about which best aligns with your organization’s goals.

Does Your Plan Qualify?

Learn how your plan’s size affects Form 5500 filing and audit requirements. Review the details to determine your status and what to expect.

Understanding Fees and Disclosures

Transparency is key when it comes to understanding retirement plan costs. Review these fee and disclosure definitions to learn more about your plan details.

Plan Sponsor Fiduciary Playbook Use this playbook as a guide to keep your 401(k) plan in compliance and steer clear of penalties.

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Roadmap to Retirement

Discover essential retirement plan strategies and insights that are designed to maximize plan participation and participant outcomes.

Compliance Testing

Navigate the compliance tests required for 401(k) plans and learn how to maintain your plan’s qualified tax status by passing nondiscrimination, top heavy, and coverage tests.

New Comparability Profit Sharing

Explore the strategic benefits of new comparability profit sharing and assess its compatibility with your organization’s business structure.

Choosing the Right Safe Harbor Contribution

Discover how safe harbor contributions can enhance your organization’s 401(k) plan, benefitting both owners and employees while also ensuring IRS compliance.

Safe Harbor Overview

Gain a comprehensive understanding of safe harbor provisions to optimize your plan’s performance and meet all regulatory requirements.

Automatic Enrollment Overview

Boost plan participation and help employees accelerate their savings effortlessly with our automatic enrollment and automatic increase options.

Payroll Integration Solutions

Streamline your payroll with our integrated solutions, offering 180° and 360° options for a seamless and simplified experience. Explore the advantages of payroll integration and view our payroll integrated partners.

Fiduciary Services

Effectively manage your retirement plan while adhering to regulatory requirements and best practices with 3(16), 3(21), and 3(38) fiduciary services.