25 August, 2025
The Small Business Guide to Retirement Plan Options in Pennsylvania
As a small business owner, you understand the immense value of your employees. Providing them with robust retirement savings options is a powerful way to invest in their future and strengthen your company's long-term success. We know that navigating the complexities of retirement plans can feel overwhelming. We're dedicated to simplifying this process. With over 25[...] Continue reading7 August, 2025
Understanding Common 401(k) Investment Options
A 401(k) retirement plan remains a popular investment choice for several reasons, including the potential for tax-deferred growth on contributions and earnings, and the reduced current taxable income through pre-tax contributions. While investment options within a 401(k) may be curated by the plan sponsor, understanding how each works is crucial. This knowledge[...] Continue reading29 July, 2025
What Is a Retirement Plan Sponsor?
Every company needs a talented team to support its mission and goals, drive revenue, and facilitate overall success. Part of retaining your hard-working employees is offering them a robust benefits plan that contributes to their well-being and helps prepare them for the future. If your business is looking to offer employees a comprehensive retirement, pension, or[...] Continue reading1 October, 2024
How to Pick a Beneficiary for Your 401(k)
Choosing a beneficiary for your 401(k) is an important decision. Learn more about how to select a beneficiary and what to do once you decide. What Is a Beneficiary? In the most simple form, a beneficiary receives money, estate, and other benefits from someone else, called the benefactor. In other words, you, the benefactor, would designate a beneficiary — or[...] Continue reading13 December, 2021