Talk Shop Archives

6 reasons to open a Safe Harbor 401(k) plan

6 reasons to open a Safe Harbor 401(k) plan

June Benefits Brief: Your Mid-Year Check-in Is Here

June Benefits Brief: Your Mid-Year Check-in Is Here

How to File a Retroactive Claim for the Federal R&D Tax Credit

How to File a Retroactive Claim for the Federal R&D Tax Credit

How to Pay Remote Employees and Contractors

How to Pay Remote Employees and Contractors

How to build a robust benefits package

How to build a robust benefits package

How do retirement benefits and participation compare by company size?

How do retirement benefits and participation compare by company size?

How Gusto Retirement simplifies multi-entity 401(k) plan compliance

How Gusto Retirement simplifies multi-entity 401(k) plan compliance

How accountants can help their clients unlock 401(k) success

How accountants can help their clients unlock 401(k) success

An end-of-year checkup: 8 tips for 401(k) plan sponsors

An end-of-year checkup: 8 tips for 401(k) plan sponsors

Contribute to Last Year's IRA with Carryback Contributions

Contribute to Last Year's IRA with Carryback Contributions

The Case for Auto-Enrollment: How It Can Boost Participation and Retirement Readiness

The Case for Auto-Enrollment: How It Can Boost Participation and Retirement Readiness

What are Starter 401(k) plans?

What are Starter 401(k) plans?

How Do I Fill Out Form SS-8?

How Do I Fill Out Form SS-8?

Breaking down the difference between  Traditional and Roth 401(k) Contributions

Breaking down the difference between Traditional and Roth 401(k) Contributions

Free Excel Hacks and Templates for New Business Owners

Free Excel Hacks and Templates for New Business Owners

401(k) Eligibility Playbook: An Employer's Guide to Rules, Requirements, and Tracking

401(k) Eligibility Playbook: An Employer's Guide to Rules, Requirements, and Tracking

IRA 101: What they are and how they can help you save for retirement

IRA 101: What they are and how they can help you save for retirement

401(k) plans vs. Roth IRAs: Everything savers need to know

401(k) plans vs. Roth IRAs: Everything savers need to know

Safe Harbor 401(k) Plans: A Guide for Business Owners in 2026

Safe Harbor 401(k) Plans: A Guide for Business Owners in 2026

The Ultimate Guide to Solo 401(k)s

The Ultimate Guide to Solo 401(k)s

What is a 401(k) Plan and Should You Participate?

What is a 401(k) Plan and Should You Participate?

Safe Harbor + small business: a look at the data

Safe Harbor + small business: a look at the data

Quarterly Taxes: Everything Small Business Owners Need to Know

Quarterly Taxes: Everything Small Business Owners Need to Know

Paid Family Leave in Alabama: A Guide for Employers

Paid Family Leave in Alabama: A Guide for Employers

How to balance paying off student loans while saving for retirement

How to balance paying off student loans while saving for retirement

401(k) vs. 403(b) plans: A guide for employers

401(k) vs. 403(b) plans: A guide for employers

Everything You Need to Know About Offering Health Insurance

Everything You Need to Know About Offering Health Insurance

A Guide to California’s New Employment Credit (NEC)

A Guide to California’s New Employment Credit (NEC)

The Employer’s Guide to New Jersey Paid Family Leave Program

The Employer’s Guide to New Jersey Paid Family Leave Program

How to choose a small business 401(k) provider

How to choose a small business 401(k) provider

Is it time to rebalance my 401(k)?

Is it time to rebalance my 401(k)?

Taking care of business: ERISA fiduciary duties of a 401(k) plan sponsor

Taking care of business: ERISA fiduciary duties of a 401(k) plan sponsor

401(k) glossary: Your guide to retirement terminology

401(k) glossary: Your guide to retirement terminology

5 S Corp Payroll Myths About Paying Yourself as a Solopreneur—and What to Do Instead

5 S Corp Payroll Myths About Paying Yourself as a Solopreneur—and What to Do Instead

Does Ohio Offer Paid Family Leave? A Guide for Employers

Does Ohio Offer Paid Family Leave? A Guide for Employers

The basics of compound interest and dollar-cost averaging

The basics of compound interest and dollar-cost averaging

Evolution and history of the 401(k)

Evolution and history of the 401(k)

401(k) vs Profit Sharing: What You Need to Know

401(k) vs Profit Sharing: What You Need to Know

401(k) vs. SIMPLE IRA: Which retirement plan is better for your business?

401(k) vs. SIMPLE IRA: Which retirement plan is better for your business?

Illinois Paid Family Leave Program: What Employers Need to Know

Illinois Paid Family Leave Program: What Employers Need to Know

Does Florida Have its Own Paid Family Leave Program? A Guide to the Sunshine State’s Policies

Does Florida Have its Own Paid Family Leave Program? A Guide to the Sunshine State’s Policies

401(k) Nondiscrimination Tests: How to Stay Compliant

401(k) Nondiscrimination Tests: How to Stay Compliant

401(k) vs. IRAs: What's the difference and which is better for saving for retirement?

401(k) vs. IRAs: What's the difference and which is better for saving for retirement?

401(k) Profit Sharing Plans: How they Work for Everyone

401(k) Profit Sharing Plans: How they Work for Everyone

Does Texas Have Paid Family Leave? Here’s What Employers Need to Know

Does Texas Have Paid Family Leave? Here’s What Employers Need to Know

New York State Paid Family Leave: How the Program Works and What Employers Need to Know

New York State Paid Family Leave: How the Program Works and What Employers Need to Know

What Small Businesses Need to Know About Claiming Tariff Refunds

What Small Businesses Need to Know About Claiming Tariff Refunds

California’s Paid Family Leave Program: What Employers Need to Know

California’s Paid Family Leave Program: What Employers Need to Know

What’s San Francisco’s Health Care Security Ordinance (HCSO)?

What’s San Francisco’s Health Care Security Ordinance (HCSO)?

What does it mean to prorate?