As we transition into fall and the leaves begin their descent, it's the perfect time to ensure your plan’s beneficiary records don't fall into disarray.

When a business goes through a merger, acquisition, sale, or ownership transition, the retirement plan should be part of the conversation from the start. This article explores how thoughtful planning can help businesses navigate these changes, avoid surprises, and create a smoother path forward.

Year-end compliance testing can feel complicated, but a little planning can help business owners avoid surprises and keep their 401(k) plans on track. This article breaks down the key tests, important deadlines, and simple steps to prepare for testing season.