Resources Search

Young woman reading a book while looking at a laptop screen indoors.

401(k) Plans

IRA vs. 401(k) - What are the Differences?

IRAs and 401(k)s both offer tax benefits, and the good news is that you can use both accounts to save for retirement

Everyone

Employees

Smiling woman sitting on a sailboat deck with blue water and hills in the background.

Safe Harbor

Plan Compliance

Take the Complexities Out of Compliance with a Safe Harbor 401(k)

Here’s everything you need to know about Safe Harbor plans to start getting ahead.

Everyone

Employers & Business Owners

Man in an apron writing on a clipboard at a desk with stacked boxes and a laptop by a large window.

Safe Harbor

How Safe Harbor 401(k) Plans Benefit Business Owners & Financial Advisors

Safe Harbor season is the time for small-to-medium businesses to invest in a viable asset that can boost your profitability and peace of mind. Learn about their benefits.

Everyone

Financial Advisors

Wooden blocks spelling the word GLOSSARY with scattered letter blocks around.

401(k) Plans

Solo 401(k)

401(k) Comprehensive Glossary

We broke down the jargon and compiled everything you need to know about 401(k)s into one clear and simple list.

Everyone

Employers & Business Owners

Smiling man with glasses holding a cup and writing in a notebook at a bright cafe.

Plan Compliance

3(16) Fiduciary: Simplifying Retirement Plan Management

We break down all the important things you need to know about 3(16) fiduciaries and how you can set up your business for success with these services.

Everyone

Employers & Business Owners

Retirement calculator showing future balance $591,782.01 and total flat-fee savings of $25,150.74.

401(k) Plans

401(k) Flat Fees vs. AUM Fees Calculator

Our simple calculator helps you compare flat fees and AUM fees (percentage-based costs that increase as your assets grow), giving you a clear picture and ensuring you make the most informed decision for your company’s retirement plan.

Everyone

Employers & Business Owners

401(k) match credit calculator showing employer match cost $232,750 and credit -$39,000 over three years.

401(k) Plans

Small Business

Employer Match Credit Savings Calculator

Our simple calculator helps you compare flat fees and AUM fees (percentage-based costs that increase as your assets grow), giving you a clear picture and ensuring you make the most informed decision for your company’s retirement plan.

Everyone

Employers & Business Owners

Retirement calculator showing $2.12M 401(k) balance at age 65 with a bar graph of growth over years.

401(k) Plans

Small Business

Flat Fees vs. AUM Fees Calculator

Our simple calculator helps you compare flat fees and AUM fees (percentage-based costs that increase as your assets grow), giving you a clear picture and ensuring you make the most informed decision for your company’s retirement plan.

Everyone

Employers & Business Owners

Retirement calculator showing a $2.12M 401(k) balance at age 65 with detailed year-by-year bar graph.

401(k) Plans

Financial Wellness

Retirement Calculator

How much should you be saving for your retirement? What will your savings be worth when you retire? Calculate how much your savings will impact your future.

Everyone

Employees

401(k) Plans

An Employee Guide to 401(k) Plans

Here’s everything you need to know about enrolling in your company’s retirement plan.

Everyone

Employers & Business Owners

Small Business

Safe Harbor

Safe Harbor 401k Guide for Your Small Business

Here’s everything you need to know about elevating your business with a Safe Harbor 401(k) plan.

Everyone

Employers & Business Owners

401(k) paycheck calculator showing salary, contribution, tax rates, and 3-year 401(k) growth chart.

401(k) Plans

Financial Wellness

Salary Paycheck Calculator

Understand how 401(k) contributions affect your paycheck with our calculator. Easily calculate take-home pay, tax deductions, and savings to make informed financial decisions.

Everyone

Employees

Search Results