(502) 429-0767 Secure File Sharing Ask An Expert M

Resources

The SIMPLE IRA Plan - 2025

SIMPLE IRAs |

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

Comparing 7 Defined Contribution Plan Designs - 2025

Plan Design |

When designing a defined contribution plan, it is important to understand how the various types compare. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2025

SIMPLE IRAs |

What are the differences and which is right for your company? Learn More >

403(b) vs. 401(k) - 2025

403(b) |

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

Small Business Retirement Plan Options - 2025

Plan Design |

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

Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

Qualified Disaster Distributions and Form 8915-F

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

Form 8915-F is a draft of the redesigned version of Form 8915 that is to be used for participants to report distributions due to qualified disasters. Learn More >

Electronic Delivery of Participant Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Notices |

The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >

"Cross-Testing" In Qualified Profit Sharing Plans - 2025

Plan Design |

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 >

Required Annual Tests - 2025

Nondiscrimination Testing |

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

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote