Employers
Taxes
Plan Setup
- Common plan administrator questions
- 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?
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 Lost Earnings?
- 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?
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