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The Power of Partnership: Tax Professionals and 401(k) Advisor Collaboration
Collaboration means business. When tax professionals and 401(k) advisors join forces, everyone benefits.
Jim Gasaway
May 29, 20241 min read


What Does It Take to Be Financially Healthy?
As a plan sponsor, employees want you to support their financial well-being. Achieving financial health takes time and commitment, here are
Jim Gasaway
May 22, 20241 min read


5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By under
Jim Gasaway
May 20, 20244 min read


401(k) Plan Design for an Age Diverse Workforce
Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with issue
Jim Gasaway
May 13, 20241 min read


Tax Credits and Deductions for Small Employer Plans
Secure Act 2.0 and the available tax credits and deductions when starting a new 401(k) plan.
Jim Gasaway
Mar 11, 20241 min read


5 Helpful Ways to Organize Your 401(k) Fiduciary Files
Let's explore some of the best methods to keep your fiduciary files in order.
Jim Gasaway
Mar 4, 20242 min read


Expansion of Auto-Enrollment 1-1-2025
SECURE 2.0 requires automatic enrollment for new 401(k) plans beginning in 2025.
Jim Gasaway
Feb 28, 20241 min read


IRS Confirms Actual Hours Counting Rules Still Apply for Long-Term Part-Time Employees
The SECURE 2.0 Act continues to explore the implications of the LTPT employee rules and the impact these rules have on employers and their e
Jim Gasaway
Feb 26, 20243 min read


2024 Compliance Calendar
Must know deadlines for your 401(k) plan in 2024!
Jim Gasaway
Feb 26, 20241 min read
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