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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 >

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 >

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