Resources

Small Business Retirement Plan Options - 2019

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

The SIMPLE IRA Plan

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

2019 Employee Benefit Indexed Limitations

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

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 >

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