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The Saver's Credit - 2019

Saver's Credit

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

Plan Design

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

Cash Balance Plans - 2019

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans

Cash balance plans offer high contribution limits and flexibility. Learn More >

Are You Ready for a Cash Balance Plan?

Annemarie Keehn, ERPA, QPA, QKA | Cash Balance Plans |

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

Annemarie Keehn, ERPA, QPA, QKA | Investments |

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

Plan Design

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) |

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

SIMPLE IRAs

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

Small Business Retirement Plan Options - 2019

Plan Design

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

The SIMPLE IRA Plan

SIMPLE IRAs

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

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