As the end of 2024 approaches, it’s again time for plan sponsors to review their plan documents and plan operations to ensure compliance with increasingly complex qualification requirements and moving ...

For organizations today, a detailed annual plan is critical for operational success. At Velosio, we’ve found that our commitment to annual planning has set us apart from other cloud application ...

Operational success is the backbone of any thriving organization, and I believe the key to achieving it lies in effective annual planning. It's crucial to reflect on the past and strategize for the ...

Open enrollment presents an optimal time to reevaluate your employee benefits strategy and take stock of how well your retirement plan supports it. A few fundamental plan design best practices — ...