The Safe Harbor 401(k) Adoption Deadline: What Business Owners Should Know

Safe harbor design often comes up as business owners plan for year-end testing and next-year administration.

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Recent Blog Posts

Stocks rebound as yields tumble despite hot wholesale inflation

Personal Investor
October 15, 2026

After a shaky, tech-led open, US equities finished higher as a late slide in Treasury yields steadied risk appetite: the Dow led, the S&P 500 eked out gains, and the Nasdaq hovered near flat.

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Hot CPI knocks tech as rate jitters return while oil stays firm

Personal Investor
October 14, 2026

U.S. stocks finished lower with the Nasdaq leading losses after September inflation ran hotter than expected, reviving odds of another Fed hike and pressuring long‑duration tech.

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Keeping a Testing Calendar So Deadlines Don't Sneak Up on You

Personal Investor
October 14, 2026

A testing calendar does not replace technical administration, but it can make a business owner’s compliance responsibilities more visible.

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Banks steady the tape, chips wobble, indexes drift as earnings season opens

Personal Investor
October 13, 2026

U.S. stocks finished little changed as a steady—if mixed—start to bank earnings met a fresh wobble in semiconductors.

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Coverage Testing Explained: Making Sure Your Plan Serves the Right Employees

Retirement
October 13, 2026

A retirement plan is built around eligibility and participation rules, but those rules also create a compliance-testing question: whether the plan is benefiting the employee groups it is designed to serve under applicable requirements.

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GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS OCTOBER 13, 2026

News
October 13, 2026

Let’s keep sharing the good news!I know many of you are on fall break, but the good news in Memphis doesn’t stop. So we need to keep sharing it FOR MEMPHIS.

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