Articles & Resources

Explore the latest financial news, 401(k) advice and investing resources from the Sage Rutty 401(k) team.

Annual Retirement Plan Questionnaire

By conducting an evaluation of your plan's performance, investment options, fees and other factors, you can identify areas that need...

Newsletter: Future Planning Q4 2023

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide...

Health Savings Account (HSA) 101 - Tele(k)

Health Saving Accounts (HSA) serve as a versatile financial tool, offering individuals a tax-advantaged way to save for medical expenses...

Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks

As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard...

2024 Contribution Limits

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2024: · Maximum contributions for...

Boosting Profits and Savings: 5 Tax Strategies for Business Owners

For business owners, striking a balance between operating costs and profit is the cornerstone of success. Operating costs include...

Tax Strategies for Business Owners

Every business is unique, and it's important to implement the right tax strategies for you. By using tax-friendly strategies, you can...

6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches

Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the...

Talent Management and Total Rewards Edition

The future of talent management and total rewards is changing. With the SECURE Act 2.0 now in effect, the field of plan design must keep...

Stock Markets Impact on Retirement Savings

The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep...