Employers
Taxes
Plan Setup
- I signed the Plan Document, what happens next?
- When will my Guideline plan begin?
- When will employees be invited to create their accounts?
- First Payday with Contributions
- Plan Setup: What does “Investments Confirmed” mean?
- How to Verify your Bank Account using Micro-deposits while Setting up your Company’s Plan
General
- Why do dismissed participants require a valid email address?
- What is self-employed owner or partner compensation?
- How to Add or Edit a Bank Account
- How To Add A Collaborator
- Invoicing and Billing
- How to Upload a Payroll Journal
Contributions
- What are profit sharing and nonelective contributions?
- How are employer matching contributions calculated?
- What are my employer matching contribution options?
- What are my plan’s employer contribution options?
- Which employer contributions are right for your company?
- What are the advantages of automatic enrollment for employers?
Nondiscrimination Testing
- Compliance testing: What plan sponsors need to know
- Safe Harbor plans help you avoid year-end plan corrections
- Controlled groups: Why do they matter?
- Mitigating steps to ensure ADP/ACP, Top-Heavy pass
- Prepare: Plan design risks, pitfalls, and best practices
- Participating in your 401(k) as an owner officer, or highly compensated employee