With ongoing economic uncertainty, we wanted to provide a reminder about 401(k) hardship withdrawals, which can provide relief to employees facing significant financial hardship, such as medical emergencies or disaster-related expenses. Here are a few key points to keep in mind.

If you’re unsure whether your plan language or process is fully compliant, this is a good time to review it. Contact us today.

Wellness isn’t just about going to the gym and eating your greens — it’s also about long-term peace of mind. This National Wellness Month, we want to highlight how life insurance is a powerful, and often overlooked, tool for supporting overall well-being. Swipe to learn more.

Want to learn more about how life insurance can support your wellness goals? Contact us today.

Being debt-free is a significant financial milestone, but does it mean you don’t need life insurance? Swipe through to learn why life insurance is still valuable, even if you don’t have outstanding debt.

Life insurance can play a crucial role in long-term financial planning. Want to explore your options? Contact our team today.

As an employer, staying informed about 401(k) catch-up contributions is essential for supporting your workforce’s retirement goals while ensuring compliance with evolving regulations. Swipe through to see what you need to know.

Our team is here to help you navigate these updates and ensure your plan remains compliant. Reach out with any questions — we’re happy to assist!

Looking to spark something big in your business? Imagination is more than creativity — it’s the starting point of strategy, innovation, and future success.

The best ideas often begin with a bold vision. Let this remind you to think beyond the now and lean into what’s possible. If our team can help turn that vision into action, we’re just a call away.

Thinking of bringing on a summer intern? Swipe through for what you need to know about payroll taxes before you make the hire.

If you have any questions about payroll or tax compliance, our team is here to help — contact us today.

Last week brought mixed monthly inflation data and various interpretations, while retail sales surged as earnings season began. Swipe through for more insights.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Offering a 401(k) match is a powerful way to attract top talent, reduce turnover, and provide long-term financial security for your employees. But what’s the best approach for your business? Swipe through for key strategies to consider.

Let’s discuss how to design a 401(k) match that works for your business. Contact our team today!

It’s true that disasters don’t strike every day. But they did strike every four days in 2024. Yes, you read that right — there was a major disaster declaration every four days in 2024.

Given the frequency of such events, employers need to build a strong benefits strategy that ensures workers are supported before, during, and after a disaster.

Swipe through for key ways to offer support, and contact our team to learn how to build a strong disaster-ready benefits strategy.