With industry-recognized credentials backed by decades of experience, we stay ahead of the complex rules and testing so you can feel confident your plan is in good order.
You get direct access to experienced professionals who know your plan and your business. We work with you and your advisors to help keep plan responsibilities coordinated.
We help clients understand what needs attention, stay organized around deadlines, and make informed decisions as plan questions arise.
TNJ helps make qualified retirement plans clearer, better coordinated, and easier to manage.
Work directly with experienced professionals who are familiar with your plan, your concerns, and those details that need attention.
Evaluate plan design choices in the context of business goals, employee demographics, contribution objectives, and compliance requirements.
Keep advisors, recordkeepers, payroll providers, accountants, and other service providers connected around the information needed to support the plan.
Understand what needs to happen, who is responsible, and when action is needed so plan matters do not feel open-ended.
Get clear communication, timely updates, and steady support as questions, deadlines, and plan needs arise.
Hiring your first employee is an exciting milestone. It usually means the business is growing, you need some help, and things are moving in the right direction. If you have a Solo(k), though, there is Read more
A retirement plan is often established at one point in a company’s history and then left largely unchanged. Meanwhile, the business keeps evolving. Employees are hired. Payroll increases. Ownership changes. New goals take shape. What Read more
It seems to make sense to follow up last week’s Roth Catch-Up article with a discussion of the other major change to the catch-up rules under SECURE 2.0. This time, we are talking about the Read more