Resources

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 >

"Cross-Testing" in Qualified Profit Sharing Plans - 2019

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

The Saver's Credit - 2019

The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $64,000. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2019

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote