Resources

Why Hire an Unbundled Service Provider?

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >

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 >

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