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Boost Participation with Auto Enrollment

A tech company with remote employees struggled with low 401(k) participation and compliance issues. By adding automatic enrollment and escalation features, participation and savings rates increased.

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Additional Resources

Plan Features

Which Profit Sharing Formula Fits Your Business?

This infographic explains the differences in profit sharing plans, pros and cons, and shows how switching formulas can save thousands.

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Understanding Government Retirement Plans

From 401(a), 403(b), and 457(b) this chart breaks down contribution limits, tax treatment, plan types, and plan management features—so you can choose the best retirement plan for your organization.

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The 5 Most Common 401(k) Investments

Learn the 5 most common 401(k) investments—index funds, target date funds, bonds, stocks, and cash—explained in simple terms to help business owners and employees make smarter retirement choices.

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