ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >
What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >
Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >
For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >
An overview of the aspects that comprise a Davis-Bacon plan. Learn More >
What are the differences and which is right for your company? Learn More >
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 >
This chart describes the four safe harbor options available to employers to avoid some nondiscrimination testing. Learn More >
A checklist of tasks to review and approve hardship withdrawals. Learn More >
We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status.
There are many qualified plans that are not taking advantage of automatic enrollment.