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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 >

2019 Employee Benefit Indexed Limitations

PLAN LIMITS

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

Why Hire an Unbundled Service Provider?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | TPA Services

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

Annemarie Keehn, ERPA, QPA, QKA | Plan Design |

IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >

Kentucky Pension Exclusion 2018

Kentucky State Law |

State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

Annemarie Keehn, ERPA, QPA, QKA | Solo 401(k) |

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

Hardship Withdrawal Changes under the new Budget Act

Annemarie Keehn, ERPA, QPA, QKA | Hardship Withdrawals |

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

The Simplified Employee Pension (SEP)

SEPs |

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

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