Connie Lee

Sr Marketing Operations Manager

Articles by

Connie Lee

Article

401(k) Plans

401(k) Loans: Rules & What to Know in 2025

Article

401(k) Plans

How Much Do Companies Typically Match on 401(k)

Article

401(k) Plans

401(k) Hardship Withdrawal Rules

Return to All Articles

Retirement Plans

A retirement plan for your employees that also benefits your company taxes

Safe Harbor 401(k)

A plan design that maximizes contributions while satisfying nondiscrimination testing requirements

A retirement plan for your employees that also benefits your company taxes

401(k) Plans for

Construction Dentistry Healthcare Legal Services Technology

Financial Advisors

Scale your business effortlessly with flat fees for your clients at no cost to you.

Become a Partner

Join our network and grow your business with our hassle-free, cost-efficient solutions

Partner Marketplace

Explore our trusted industry partners and their solutions, designed to enhance your services

Support & Resources

Support

Help Center Contact Us FAQs

Resources

Blog Calculators Guides Webinars Legislation