RESOURCES

Plan Sponsor Resources

Jordan Cross

Aug 271 min read

Guide to Crafting an Effective and Competitive 401(k) Plan

Ready to elevate your 401(k) strategy? Discover strategies that can take your 401(k) plan beyond a financial obligation to become a...

Jordan Cross

Apr 181 min read

Cybersecurity Checklist

It is more important than ever to prioritize the security of your company's 401(k) plan. The Department of Labor (DOL) has recognized...

Jordan Cross

Mar 203 min read

Convert Your SIMPLE IRA to a 401(k) Plan Mid-Year

Switching to a 401(k) plan just got easier, thanks to the SECURE 2.0 Act Starting in 2024, small businesses that offer a SIMPLE IRA can...