Resources

The SECURE 2.0 Act: Part 2 DB Plans, SIMPLE, IRA, 403(b)/457 plans

On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related. Learn More >

The SECURE 2.0 Act: Part 1 401(k) Plans

On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related. Learn More >

Small Employer Plan Credits - SECURE 2.0 ACT

Section 102 of the SECURE 2.0 Act amend the tax laws to increase the employer credit for small plan startup costs. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2023

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

401(k) End of Year Reminder Checklist - 2022

This ten step checklist will help you end your plan year smoothly. Learn More >

The SECURE Act: Changes for Long-Term/Part-Time Employees

The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours. Learn More >

2023 Employee Benefit Indexed Limitations

View the Employee Benefit Indexed Limitations for the 2023 plan year. Learn More >

The Simplified Employee Pension (SEP) - 2022

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

Comparing 7 Defined Contribution Plan Designs - 2022

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

What Retirement Policies Should Your 401(k) Plan Have in Place

Policies and procedures for 401(k) plans help employees involved in the plan administration do their job efficiently. Learn More >

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