Between industry news and personal experience.

Learn about five frequent retirement plan errors and how to resolve them. Stay compliant and manage your plan with confidence using these tips from Jacobs Financial Partners.

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