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Resources

Gender Pension Gap

Cherilyn Martin | Marketing |

We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >

Alternative Investments

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments |

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

403(b) vs. 401(k) - 2022

403(b) |

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

The SIMPLE IRA Plan - 2022

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Required Annual Tests - 2022

Nondiscrimination Testing |

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

Cash Balance Plans - 2022

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

Are You Ready for A Cash Balance Plan?

Cash Balance Plans |

A Cash Balance Plan is the perfect opportunity to build substantial retirement savings in a short time. Learn More >

Small Business Retirement Plan Options - 2021

Plan Design |

A review of plan features for the 4 types of common plan designs used by small employers. Learn More >

401(k) Safe Harbor Rules - 2021

Safe Harbor Plans |

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

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