Resources

Kentucky Pension Exclusion 2018

State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

Hardship Withdrawal Changes under the new Budget Act

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

The Saver's Credit

The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $63,000. Learn More >

Comparing 7 Defined Contribution Plan Designs

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

The Simplified Employee Pension (SEP)

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

Small Business Retirement Plan Options

A review of plan features for 4 types of common plan designs used by small employers. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

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