Blog

Adulting is hard. Chores, bills, family obligations, and for retirement plan sponsors, remembering to file the Form 5500 on time, every year? Yep – it’s required, and on top of everything else, it can feel like a lot. But before you spiral into an anxiety loop, take a breath—we’ve got you. We get it—compliance isn’t...Read More

Need a break? Who doesn’t, honestly? Well, we have a treat for you. Sit back, relax, and read more about our EGPS retirement plan experts who espresso themselves in this interview! ☕ This brew-tiful conversation dives deep with a few of our teammates, who spill the beans on everything from their favorite candy, to how...Read More

Think of a 401(k) plan like a breakfast plate, and business owners are the chefs who want to serve up the most satisfying helping—especially for themselves, their family, and their employees, who save on their own. Normally, that’s done with a custom profit-sharing recipe alongside a standard “safe harbor” match. But sometimes the ingredients just...Read More

When it comes to sponsoring a retirement plan, employers might feel like they’re stepping into a candy store. Each plan comes with its own flavor, texture, and benefits that cater to different tastes. Let’s unbox this sugary world and find out how some of these sweet retirement plan options compare to your favorite candies! 401(k)...Read More

Breaking Down the Alphabet Soup of Group Retirement Plans MEPs and PEPs, although not new in concept, have become more popular due to recent law changes. They are similar in many ways, distinct in others, and altogether different than their single employer plan counterparts. In this post, I’ll break down MEP and PEP characteristics and...Read More