**January 23, 2026**  
### What Advisors Need to Know for 2026: Plan Design, Compliance, and Investment Trends  
- [Insight](/content/blog/What-Advisors-Need-to-Know-for-2026-Plan-Design-Compliance-and-Investment-Trends/index.html)  
  
**February 27, 2025**  
### 401(k) Plans: Compliance Testing Basics  
- [Insight](/content/blog/401k-plans-compliance-testing-basics/index.html)  
  
**November 11, 2024**  
### The Verdict Is In: Boston Avenue Law’s Retirement Plan Success With Vestwell  
- [Case Study](/content/blog/the-verdict-is-in-boston-avenue-law-s-retirement-plan-success-with-vestwell/index.html)  
  
**June 13, 2024**  
### Community Care: Empowering Employees With Vestwell’s Retirement Plan  
- [Case Study](/content/blog/community-care-empowering-employees-with-vestwell-s-retirement-plan/index.html)  
  
**March 8, 2024**  
### Beyond the Books: Leveraging Technology for Financial Empowerment  
- [Case Study](/content/blog/beyond-the-books-leveraging-technology-for-financial-empowerment/index.html)  
  
**January 5, 2024**  
### High-Voltage Company; Low-Stress Retirement Plan  
- [Case Study](/content/blog/high-voltage-company-low-stress-retirement-plan/index.html)  
  
**November 9, 2023**  
### A ‘No-Sweat’ 401(k): Simplifying Savings with Vestwell’s OnPay Integration  
- [Case Study](/content/blog/a-no-sweat-401k-simplifying-savings-with-vestwell-s-onpay-integration/index.html)  
  
**July 31, 2023**  
### Types of Safe Harbor 401(k) Plans and the Pros and Cons of Each  
- [Insight](/content/blog/types-of-safe-harbor-401k-plans-and-the-pros-and-cons-of-each/index.html)  
  
**May 2, 2023**  
### A 401(k) on a ‘Silver Platter’: Saving Time with Vestwell’s Toast Integration  
- [Case Study](/content/blog/a-401k-on-a-silver-platter-saving-time-with-vestwell-s-toast-integration/index.html)  
  
**July 20, 2022**  
### Making the Switch: Why Seiler Lankes Group Partnered With Vestwell for a Seamless 401(k) Plan Conversion  
- [Case Study](/content/blog/making-the-switch-to-vestwell-why-seiler-lankes-partnered-with-vestwell-for-a-seamless-401k/index.html)  
  
**May 14, 2022**  
### Maximize Savings With a Safe Harbor 401(k) Plan...and Soon  
- [Insight](/content/blog/maximize-savings-with-a-safe-harbor-401k-plan-and-soon/index.html)  
  
**April 25, 2022**  
### Want a Retirement Plan Without the Administrative Hassle? Use a 3(16) Fiduciary  
- [Insight](/content/blog/want-a-retirement-plan-without-the-administrative-hassle-use-a-3-16-fiduciary/index.html)  
  
**February 5, 2019**  
### 3 Steps to a Smoother Plan Audit  
- [Insight](/content/blog/3-steps-to-a-smoother-plan-audit/index.html)  
  
**August 3, 2018**  
### What to Consider When it Comes to 404(c) & QDIA Compliance  
- [Insight](/content/blog/what-to-consider-when-it-comes-to-404-c-and-qdia-compliance/index.html)  
  
**July 31, 2018**  
### Advisors’ Checklist: Helping Your Retirement Plan Clients Through M&A Activity  
- [Insight](/content/blog/advisors-checklist-helping-your-retirement-plan-clients-through-m-and-a-activity/index.html)  
  
**May 21, 2018**  
### Top Mistakes Made by Employers Sponsoring a 401(k) Plan  
- [Insight](/content/blog/top-mistakes-made-by-401k-plan-sponsors/index.html)  
  
**March 7, 2018**  
### Giving a Plan Checkup Now Can Mean Big Savings Later for Clients  
- [Insight](/content/blog/giving-a-plan-checkup-now-can-mean-big-savings-later-for-clients/index.html)