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Resources

Automatic Enrollment Plan Designs

Automatic Enrollment |

There are many qualified plans that are not taking advantage of automatic enrollment. Learn More >

Details of the SECURE Act - Part Two: Provisions Related to Attainment of Age 70.5

Required Minimum Distributions |

Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >

Details of the SECURE Act - Part One: Covering Long-Term Part-Time Workers

The SECURE Act |

The SECURE Act contains significant changes to tax-qualified retirement plans. This article looks in detail at one provision that would require coverage of part-time employees. Learn More >

2020 Employee Benefit Indexed Limitations

PLAN LIMITS

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

Other Useful Organizations

Other Organizations

Additional useful information for the needs of your retirement plan can be found from related organizations. Learn More >

Calculation of Earned Income for Self-Employed Individuals

Compensation |

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

Tax Laws |

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

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

Plan Design |

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

FIDELITY/FIDUCIARY BONDING |

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

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