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Resources & Blog
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Guide to Crafting an Effective and Competitive 401(k) Plan
Ready to elevate your 401(k) strategy? Discover strategies that can take your 401(k) plan beyond a financial obligation to become a...

Jordan Cross
Aug 27, 2024


Cybersecurity Checklist
It is more important than ever to prioritize the security of your company's 401(k) plan. The Department of Labor (DOL) has recognized...

Jordan Cross
Apr 18, 2024


Convert Your SIMPLE IRA to a 401(k) Plan Mid-Year
Switching to a 401(k) plan just got easier, thanks to the SECURE 2.0 Act  Starting in 2024, small businesses that offer a SIMPLE IRA can...

Jordan Cross
Mar 20, 2024


2024 Compliance Calendar
Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information...

Jordan Cross
Feb 7, 2024


2024 Contribution Limits
The new Retirement Plan Contribution Limits are official! The following limits are going up for 2024: Maximum contributions for 401(k)...

Jordan Cross
Nov 27, 2023


The Employer's Guide to Cash Balance Retirement Plans
As October 15th approaches and year-end tax planning begins, we wanted to provide you with a reference tool to discuss and help your...

Jordan Cross
Sep 20, 2023


SECURE 2.0 Startup Tax Credits Guide
The SECURE Act 2.0 is giving business owners an opportunity to start a 401(k) plan with three enticing tax credits. Learn more about...

Jordan Cross
Aug 14, 2023


Avoid Costly Large Plan Audits with Force-Outs and Generate Forfeitures
Former participants’ small balance accounts could put you and your plan at risk. Here’s how to manage them. When an employee leaves your...

Jordan Cross
Jul 10, 2023
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