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 >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
Cash balance plans offer high contribution limits and flexibility. Learn More >
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 >
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 >
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 >
Let us help design and administer a Retirement Program that meets your needs.
The circular calculation of compensation for an owner can be tricky.
The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart.