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Resources

401(k) Safe Harbor Rules - 2022

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 >

"Cross-Testing" in Qualified Profit Sharing Plans - 2022

Plan Design |

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 >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2022

SIMPLE IRAs |

What are the differences and which is right for your company? Learn More >

Federal Reserve Interest Rate Increase

Cherilyn Martin | Investments |

The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >

3 Important Retirement Plan Document Deadlines for 2022

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

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

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 >

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