Courtney Brown

Attention Employers: Transition from SIMPLE IRA to Safe Harbor 401(k) Made Easier!

Historically, employers faced restrictions when considering shifting from a SIMPLE IRA to a 401(k) plan mid-year. But thanks to the SECURE Act 2.0, 2024 brings good news – employers can now terminate a SIMPLE IRA and replace it with a safe harbor 401(k) plan at any...

6 Questions to Consider When Selecting Your 401(k) Team

Whether you're an advisor who's new to the 401(k) space, or you’ve been offering them for years, one thing is certain: knowing the complexities of a retirement plan shouldn’t be your primary focus, providing financial advice should. However, that doesn’t mean...