Between industry news and personal experience.

Stay ahead of deadlines with help from our annual Compliance Calendar.

Learn how to evaluate and understand your 401(k) investment menu. Discover strategies for optimizing asset allocation and creating a strong investment line-up with Jacobs Financial Partners.

Learn how to combat delayed retirement with strategic 401(k) designs, including HSAs and automatic enrollment, to boost productivity and morale in Connecticut.

Take control of your financial well-being with this comprehensive financial checklist. Review your goals, spending, accounts, taxes, and more with Jacob Financial Partner's financial checklist.

The new Retirement Plan Contribution Limits are official. Review the full list of contribution limit changes below and share with your plan participants!

Discover retirement plan design & administration strategies in our newsletter. Learn about tips for retirement plan reviews, correcting plan errors, and strategies to help prevent delayed retirement.