Resources

Keep Participants from Becoming Lost!

Strategies to consider to avoid lost participants in your plan. Learn More >

Shifting Davis-Bacon Dollars into a Qualified Plan

There are advantages to employers and employees of paying the prevailing wage fringe benefit into a retirement plan, rather than paying it in cash to the employee. Learn More >

Are You Ready for a Cash Balance Plan?

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 >

2015 Benchmark Survey Highlights Plan Trends

Results from a recent survey of nearly 400 plan sponsors provide insight into how plans are being administered and what features employers are using to encourage participation. Learn More >

Nonqualified Deferred Compensation Plans

Nonqualified Deferred Compensation plans benefit specific key employees with more flexible design options than qualified plans. There are advantages and disadvantages to these arrangements. Learn More >

QDIAs under the Pension Protection Act

Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >

Why Sponsor a Retirement Plan?

Company retirement plans offer many benefits to employers and employees. Learn More >

New Tax Filing Deadlines

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Bond Initiative

Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >

The $70,000 Question

Asking the right questions can make all the difference in plan administration. Learn More >

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