Safe Harbor 401(k) Plans
Adding Safe Harbor provisions is a simple and popular option for plan sponsors, and we revisit the benefits of adding a Safe Harbor provision to a 401(k) plan often on our blog. Read through our fact sheet below to see why!
Questions about establishing a Safe Harbor 401(k) plan, or adding the Safe Harbor provisions to your current plan? Contact us!
Need more convincing? Read our “Is It Time to Sail Into a Safe Harbor” post for more information on why choosing a Safe Harbor 401(k) plan works well for both large and small companies.
Anonymous Now: The IRS' Anonymous Review Process
Before approaching the IRS with an error that may lead to plan disqualification, consider approaching them anonymously.
The Challenges of Going Solo(k)
For the self-employed and small business owners with a solo 401(k) plan, important rules need to be carefully considered in the coming years. It's why we asked the experts for their thoughts.
A Bite at a Time: Setting the Table for SECURE 2.0 in 2023
Getting a handle on all the new provisions of SECURE 2.0 is a lot for anyone to consume but taking it piece by piece can make it more digestible.
Ready to find out more?
The TriStar team is ready to help you begin your journey on the road to retirement. We will help you navigate the route for a smooth ride to and through retirement.