Mergers and acquisitions can change how a retirement plan operates. Plan documents, testing requirements, and administrative responsibilities may shift as companies align systems, benefits, and employee populations. This guide highlights the key areas employers and advisors should review to support a smooth plan transition.

The new Retirement Plan Contribution Limits are official!

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.