Resources
SEPs vs 401(k) Safe-Harbor
What are the differences and which is right for your company? Learn More >
Small Employer Credit for Retirement Plan Start-Up Costs
Four Safe Harbor Options for 401(k) Plans
What You Should Know About the Hardship Withdrawal Process
A checklist of tasks to review and approve hardship withdrawals. Learn More >
Searching for Missing Participants
Switching from a SEP to a 401(k)
Simple IRA vs 401(k)
Roth Elective Deferrals in a 401(k) Plan
Permitted Disparity in Contribution Formula
Discretionary profit sharing contributions can come in many “flavors”. Learn More >