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Resources

The Saver's Credit

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 $63,000. Learn More >

Comparing 7 Defined Contribution Plan Designs

Plan Design |

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

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans

Plan Design |

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

401(k) Safe Harbor Rules

Safe Harbor Plans |

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

"Cross-Testing" in Qualified Profit Sharing Plans

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 >

Davis-Bacon Plans

Prevailing Wage |

An overview of the aspects that comprise a Davis-Bacon plan. Learn More >

SEPs vs 401(k) Safe-Harbor

SEPs |

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

SIMPLE IRAs vs 401(k) Safe Harbor Plans

SIMPLE IRAs |

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

Small Employer Credit for Retirement Plan Start-Up Costs

Small Employer Credit |

For small employer retirement plans, a tax credit of up to 50% of the first $1,000 in “eligible start up costs” may be available to offset establishment and administration costs. Learn More >

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