Group Retirement Fees
November 12, 2024

What is My Company Paying for Group Retirement Fees? 

How Do I Find Out What My 401(k) Fees Are?  When participating in a group retirement plan, there are two ways service providers can assess their fees:   The first step in determining the fees is to determine who is paying them. Is the company paying the fees on behalf of the employees, or are the employees paying the fees?  ...
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June 17, 2024

How Business’ Can Engage the Younger Workforce in Retirement Planning 

Many companies struggle to get younger employees engaged in their group retirement plans. This can be due to a number of factors, including eligibility requirements, student loan debt, and a lack of financial literacy. But don’t despair! This guide will explore the common barriers young employees face and offer four key methods companies can use to increase participation and empower...
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April 25, 2024

 401(k) Audit Red Flags: How Your Company Can Avoid Costly Mistakes 

Determining if there are any red flags in your 401(k) audit is not as simple as seeing a bright red flag at the home screen of your 401(k)-plan website. To determine if there are any red flags, you will need to review the various aspects of the plan and determine if there is a potential 401(k) issue that may be...
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February 28, 2024

401(k) IRS Audit Triggers for Retirement Plans in 2023

An Internal Revenue Services (IRS) audit is an inspection conducted by the IRS to ensure compliance with tax laws and regulations. When a business sponsors a 401(k) plan, audits can be particularly significant as they verified that employers are following the rules governing the establishment and maintenance of retirement plans. The IRS conducts these audits to ensure the integrity of...
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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085