401kMadeEZ

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Education & Resources

Plan Documents Series

Other Incentives of a 401(k) Plan

Other Incentives of a 401(k) Plan

Plan Documents

  • Video 1 - Plan Document
  • Video 2 - Understanding Plan Compensation
  • Video 3 - Plan Fees
  • Video 4 - Auto Enrollment Series

Watch now

Other Incentives of a 401(k) Plan

Other Incentives of a 401(k) Plan

Other Incentives of a 401(k) Plan

  • High contribution limits
  • Catch-up contribution if age 50 or older
  • Tax credit for companies that start a retirement plan
  • Tax credit for individuals who make contributions to their plan ("Saver's Credit")
  • Roth contribution held for 5 years can be distributed tax-free, including earnings!

Fiduciary Roles and Responsibilities Series

Fiduciary Roles and Responsibilities Series

Fiduciary Roles and Responsibilities Series

  • Video 1 - Who is a Fiduciary?
  • Video 2 - Fiduciary Duties and Responsibilities
  • Video 3 - Managing Risk with Co-Fiduciaries 

Watch now

Plan Audit Series

Fiduciary Roles and Responsibilities Series

Fiduciary Roles and Responsibilities Series

  • Video 1 - What' a Plan Audit?
  • Video 2 - Managing a Plan Audit

View Now

Videos provided by GSM Marketing LLC 


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Disclaimer: Content offered here is for informational purposes only and is provided on an "as is" basis. OLS 4 Business, Inc. and any contributing third party speakers or content providers do not provide any warranty, expressed or implied, as to the current accuracy or suitability of the content.  By providing this information, OLS 4 Business, Inc. and all third parties are expressly not providing any financial or legal advice nor is OLS 4 Business, Inc. operating in any financial advisory or legal capacity.

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