Explore the 6 key components of an effective retirement plan review, including participation, deferrals, asset allocation, and important updates. Here are few ways you can optimize your 401(k) plan for success in Connecticut.
Discover innovative plan strategies in our newsletter. Learn about in-plan retirement income solutions, regulatory updates, and SECURE 2.0 provisions for 2025 to boost employee benefits.
Explore how SECURE 2.0 transforms retirement plans with Jacobs Financial Partners. Prepare your plan for changes in long-term part-time worker eligibility, Roth matching, auto enrollment, and more.
Discover how auto features, vesting schedules, and employer contributions create a competitive 401(k) plan that boosts employee retention in our comprehensive guide.
Exploring current ERISA and DOL areas of interest
Empower your team with practical debt management tips from Jacobs Financial Partners. Share our guide on leveraging debt smartly for financial stability.
