Resources

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 >

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 >

Comparing 7 Defined Contribution Plan Designs - 2019

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

403(b) vs. 401(k) - 2019

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

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2019

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

Small Business Retirement Plan Options - 2019

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

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