Multiple Employer Plans now have to include an attachment to the Form 5500 to list all participating employers. Learn More >
What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >
Make sure the potential new recordkeeper is a good fit for the plan and the employer by asking these questions BEFORE the decision is made to transfer the plan’s administration. Learn More >
Employers who want to benefit older workers that are partially retired may want to consider these plan design changes. Learn More >
Colonial Surety Company can provide a quote for fidelity and fiduciary bonds. Learn More >
The circular calculation of compensation for an owner can be tricky. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
IRS compliance programs provide employers with insight on focus areas for plan audit. Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. 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.