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401K RESOURCES

We want to help you reduce the stress of managing your retirement plan and share some helpful content that can help make managing your retirement plan a little easier by providing insight into some of your pressing questions like retirement readiness, plan performance, fiduciary responsibilities, plan costs, and regulatory updates.

SECURE Act 2.0 Employer Facts - 401k Extra

SECURE Act 2.0 - Info for Business Leaders

SECURE Act Info

401k Extra_Mockup-Annual Contribution Limits.png

2025 Retirement Contribution Limits

401k Savings Limits

Colorado State Plan Requirements

Colorado
Retirement Mandate

Colorado Requirements

401k Extra Retirement Insights

Employee Education: Mastering the Art of Savings Buckets

Lucas Gillis

Feb 12

Employee Education: Mastering the Art of Savings Buckets

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start....

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Lucas Gillis

Jan 29

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Profit sharing is not just a tool to reduce your company's tax liability; it is also a powerful means of expressing gratitude towards...

5 Helpful Ways to Organize Your 401(k) Fiduciary Files

Fran Gillis

Jan 22

5 Helpful Ways to Organize Your 401(k) Fiduciary Files

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan...

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