Resources

401(k) Safe Harbor Rules - 2020

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

IRS Releases Additional Guidance on CARES Act

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Document Restatements Required

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2020

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

Small Business Retirement Plan Options - 2020

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

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2020

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

Retirement Plan Provisions in the CARES Act

The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >

FAQs: Can I Suspend the Safe Harbor Contribution?

Frequently Asked Questions on Safe Harbor Suspension Learn More >

Details of the SECURE Act - Part Five: Small Employer Plan Credit

Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >

The Saver's Credit - 2020

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 $65,000. Learn More >

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