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Retirement Services Blog

Helpful Resources

For Businesses

A 3(16) fiduciary provider and a Pooled Employer Plan mean the difference between hiring an outside plan fiduciary or a plan allowing multiple plan sponsors.

So that you’re fully informed of your responsibilities as a business owner, let’s explore the ins and outs of this soon-coming requirement.

Some states are now requiring business owners to offer their employees a retirement plan option. Business owners in California can enroll in CalSavers or explore a more advantageous option with an ePlan 401(k).

The IRS wants to ensure that all 401(k) plan participants are benefiting fairly, that's where non-discrimination testing comes in. Many companies fail compliance testing from time to time. But, don't worry. You'll have opportunities to make the necessary corrections.

If your small business 401(k) provider isn't meeting your needs, it may be time to make the switch. Here are some signs to look out for.

ePlan Services is here to help you launch your small business 401(k) plan, so you and your employees can start saving for retirement.

If you're offering a company-sponsored 401(k) plan, it's important to understand your fiduciary options and responsibilities.

Secure Act 2.0 brought changes to retirement plan eligibility for part-time employees. Here's what businesses need to know.

Fidelity bonds protect your benefits plan against certain types of losses. Learn more about the bond, why you need one, and how to obtain it.

Safe harbor 401(k) plans are a popular option for businesses of all sizes. We're breaking down the basics of this plan type.

Does your business have highly compensated employees? We're here to help you keep your 401(k) plan compliant.