Colonial Surety Company can provide a quote for fidelity and fiduciary bonds. 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 >
Internal controls ensure contributions and loan repayments are deposited timely and accurately. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >
The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >
When spouses each own separate, unrelated businesses, the presence of minor children can create a controlled group across both companies for coverage testing purposes. Learn More >
Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration.
Cash balance plans offer high contribution limits and flexibility.