Are the requirements for part-time employees the same for health insurance as it is for retirement plans? Learn More >
If a plan is determined to be disqualified by the Internal Revenue Service (IRS), more than just the employer is affected. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans.
A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).