IZT’s Post

Mark your calendars! 📆 Vestwell’s safe harbor 401(k) plan deadline for this year is coming up fast! Why should you consider a safe harbor 401(k)? These plans bypass many annual testing requirements, which makes things a lot less complicated for your small business. In return, all you need to do is make contributions to your employees' 401(k) accounts. Less paperwork for you and more savings for your team - it’s a win-win! Sign up for a new plan by August 24, 2023, to take advantage of these safe harbor benefits. Learn more about the advantages of safe harbor 401(k) plans and how you can set one up today: https://bit.ly/3OCnn2c

What Happens to My 401(k) When I Change Jobs? ✅ Leave Your 401(k) Where It Is ✅ Roll Over Your 401(k) Into a New Plan ✅ Roll Over Your 401(k) Into an IRA #groupbenefits #401(k) #401k #401kplanning #401krollover #401kinvesting #retirementplanning https://lnkd.in/gFCWKyPe

Check out Paycor's comprehensive guide for small business owners who want to offer employees a 401(k). It helps workers save for retirement while enhancing your business's competitiveness in the hiring market.

Earning a new 401(k) client is a significant achievement. The first 30 days are crucial in establishing the foundation of the relationship and setting the tone for its future. The key to success lies in boosting client confidence by ensuring they feel supported, heard, and valued. Here are some practical strategies that can help you make a lasting impression and create an exceptional onboarding experience for your new 401(k) clients! 🚀 PLANADVISER #401k

Annual 401(k) administration shouldn’t be stressful or time-consuming for employers. A qualified 401(k) provider will do most of the heavy lifting by completing the most technical tasks while making the employer’s role simple. We recommend employers use a checklist to ensure their 401(k) plan’s annual administration tasks are completed on time. Use our 2024 401(k) Annual Administration Checklist found in today's blog! It’s broken into three sections: 1. Deadline Tasks – Summarizes the tasks that must be completed by a specific date 2. Periodic Tasks – Summarizes the tasks that may need completed throughout the year 3. Plan Records – Summarizes the records to maintain for documentation purposes Read today's blog and download the checklist here: https://hubs.ly/Q029GcgL0 #401k #smallbusiness #retirement #annualadministration

Check out Paycor's comprehensive guide for small business owners who want to offer employees a 401(k). It helps workers save for retirement while enhancing your business's competitiveness in the hiring market.

Check out Paycor's comprehensive guide for small business owners who want to offer employees a 401(k). It helps workers save for retirement while enhancing your business's competitiveness in the hiring market.

Check out Paycor's comprehensive guide for small business owners who want to offer employees a 401(k). It helps workers save for retirement while enhancing your business's competitiveness in the hiring market.

Check out Paycor's comprehensive guide for small business owners who want to offer employees a 401(k). It helps workers save for retirement while enhancing your business's competitiveness in the hiring market.

Unlock the Full Potential of 401k Plans with Focused Compliance Administration As a financial advisor, your expertise in investments is invaluable to your clients. But when it comes to 401k plans, partnering with a Third Party Administrator (TPA) that focuses solely on administration can elevate your service to new heights. Here’s why: 🔐 Dedicated Expertise: A TPA specializing in retirement plan administration brings a laser-focused approach to plan compliance, design, and operation. This means every aspect of the 401k is handled by credentialed experts who are up-to-date with the latest regulations and best practices. 🤝 Complementary Strengths: Your investment acumen, combined with the administrative prowess of a specialized TPA, creates a powerhouse team. This partnership allows you to focus on what you do best while the TPA ensures the plan runs smoothly. 📈 Enhanced Client Satisfaction: Clients benefit from this collaboration through a well-oiled 401k plan that’s both compliant and performance-driven. They’ll appreciate the clear division of labor and the peace of mind it brings, knowing their plan is in capable hands. By aligning with a TPA that’s dedicated to delivering industry-leading administration, you’re not just providing a service—you’re delivering a comprehensive 401k experience that stands out in a crowded market.