Employee Education: Mastering the Art of Savings Buckets
Explore savings buckets and budgeting strategies. Strengthen your financial habits with a more organized system of saving and spending.
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing
Uncover the benefits of profit sharing in Connecticut. See how businesses are strategically utilizing it to minimize tax burdens.
5 Helpful Ways to Organize Your 401(k) Fiduciary Files
Clean up your 401(k) fiduciary files. Learn how Connecticut business owners are optimizing these strategies best practices for compliance and peace of mind.
2024 Compliance Calendar
Stay ahead of deadlines with help from our annual Compliance Calendar.
Annual Retirement Plan Questionnaire
Annual retirement plan reviews can help Connecticut businesses pinpoint strengths, areas of improvement and take necessary measures to optimize the company retirement plan.
Employee Education: Festive Finances
Explore our Festive Finances Guide for practical holiday spending tips, including insights on 'buy now pay later' apps.
