Resources

Why Sponsor a Retirement Plan?

Company retirement plans offer many benefits to employers and employees. Learn More >

401(k) Safe Harbor Rules - 2019

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

The Simplified Employee Pension (SEP) - 2019

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

Required Annual Tests - 2019

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

"Cross-Testing" in Qualified Profit Sharing Plans - 2019

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

The Saver's Credit - 2019

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 $64,000. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2019

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

Cash Balance Plans - 2019

Cash balance plans offer high contribution limits and flexibility. Learn More >

Are You Ready for a Cash Balance Plan?

A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >

Selecting and Monitoring Target Date Funds

Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >

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