Connie Lee

Sr Marketing Operations Manager

Articles by

Connie Lee

Article

Small Business

401(k) Plans

Plan Compliance

401(k) Compliance: Why More Businesses are Turning to 3(16) Fiduciary Services

Article

Small Business

401(k) Plans

Legislation

Small Business Retirement Plan Tax Credits and Savings: The Complete SECURE 2.0 Guide

Article

Solo 401(k)

401(k) Plans

What Retirement Plans & Options are Available if You're Self-Employed?

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

Solo 401(k)

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

401(k) Plans for

Construction Dentistry Healthcare Legal Services Technology

Partners

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