Resources

2020 Employee Benefit Indexed Limitations

View the employee benefit indexed limitations for the 2020 plan year, released by the IRS. Learn More >

Calculation of Earned Income for Self-Employed Individuals

The circular calculation of compensation for an owner can be tricky. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

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. Learn More >

How to Understand and Review Form 5500

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

Why Some Retirement Plans Do Not Offer Loans to Participants

After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >

Fiduciary Insurance and Fidelity Bond Coverage

Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >

Why Sponsor a Retirement Plan?

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

401(k) Safe Harbor Rules - 2019

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

The Simplified Employee Pension (SEP) - 2019

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

Required Annual Tests - 2019

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

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