by Elizabeth Peichel | Sep 29, 2025 | PK Retirement Posts, Uncategorized
New rules, new strategies, and hidden savings—is your retirement plan keeping up? Retirement plan rules are changing, and we are here to keep you informed and updated. Here’s what you need to know: Plan Provisions & SECURE Act 2.0: Automatic enrollment,...
by Elizabeth Peichel | May 20, 2025 | PK Retirement Posts, Uncategorized
Student loans can hold your employees back—and their retirement savings too. A student loan matching program can change that. How a student loan matching program works: Employees make their student loan payments. Employers match those payments with retirement...
by Elizabeth Peichel | Jan 13, 2025 | PK Retirement Posts, Uncategorized
Q1 2025 compliance deadlines for your company’s retirement plan. Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! Download Our 2025...
by Elizabeth Peichel | Dec 2, 2024 | PK Retirement Posts, Uncategorized
This comprehensive checklist can guide your employees through a proactive review of their finances each year. As a business leader overseeing your company’s 401(k) plan and understanding the investment menu’s intricacies can play a significant role in...
by Elizabeth Peichel | Aug 15, 2024 | PK Retirement Posts, Uncategorized
For business owners, striking a balance between operating costs and profit is the cornerstone of success. Operating costs include everyday expenses like salaries, rent and supplies. Profit, on the other hand, is what remains after all these operating costs have been...