Company retirement plans offer many benefits to employers and employees. Learn More >
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
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 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 >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
Cash balance plans offer high contribution limits and flexibility. Learn More >
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 >
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 >
Let us help design and administer a Retirement Program that meets your needs.
Company retirement plans offer many benefits to employers and employees.
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option.