When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >
What are the differences and which is right for your company? Learn More >
A review of plan features for 4 types of common plan designs used by small employers. Learn More >
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >
View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >
An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >
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 >
State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >
ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Company retirement plans offer many benefits to employers and employees.
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option.