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Resources & Blog
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Understanding the Definition of Plan Compensation
Compensation may seem straightforward, but in 401(k) plans it’s a common source of errors. This blog breaks down what Plan Compensation really means, why it matters for payroll and compliance, and how to avoid mistakes that can lead to costly corrections.
Jordan Cross
4 days ago


Is It Time for a Cash Balance Plan?
For business owners and key employees, the traditional limits of a 401(k) Profit Sharing Plan, may not be enough! It may be time to look...
Jordan Cross
Aug 4


The Case for Integration = Working Smarter, Not Harder
Tired of manual 401(k) admin? Discover how payroll integration providers can streamline contributions, boost accuracy, and improve compliance—saving time and reducing risk for small business owners.
Jordan Cross
Apr 14


Simple to Safe Harbor
Help your business owner clients reduce taxes + increase retirement savings by converting their SIMPLE plan to a Safe Harbor 401(k).
Jordan Cross
Feb 19


2025 Compliance Calendar
Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information...
Jordan Cross
Jan 8


Catch up on Catch-ups for 2025 and 2026
Big changes are coming for 401(k) retirement plan contributions in 2025 and 2026. These updates, straight from the SECURE Act 2.0, offer...
Jordan Cross
Nov 21, 2024


2025 Contribution Limits
The new Retirement Plan Contribution Limits for 2025 are official! The following limits are going up for 2025: Maximum contributions for...
Jordan Cross
Nov 18, 2024


5 Common Retirement Plan Errors and Tips to Fix
Mistakes happen–Here’s how to correct common 401(k) plan errors.
Jordan Cross
Oct 22, 2024
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