Author Archives: local5x

Watching your business scale is immensely rewarding. You are hiring more talent, increasing revenue, and growing your company’s retirement plan.Continue reading "Who Needs a 401(k) Audit? Navigating the 100-Participant Threshold and the 80-120 Rule"

As your business scales, your company retirement plan grows alongside it. Reaching the threshold where your company requires a 401(k)Continue reading "Navigating Your 401(k) Plan Audit: Best Practices for a Painless and Profitable Process"

Managing a company 401(k) plan is a powerful way to build wealth for yourself and your employees, but it comesContinue reading "What Happens When You Miss a 401(k) Deadline? The True Cost of Non-Compliance"

As a business owner, offering a competitive 401(k) plan is one of the most effective ways to attract top talentContinue reading "Staying Ahead of the Curve: Essential 401(k) Compliance Deadlines for Late 2026 and Early 2027"

For high-net-worth individuals and business owners across San Diego, Los Angeles, and Orange County, October 15 is the final, hardContinue reading "The High Cost of Missing the October 15 Tax Deadline: Penalties and Next Steps"