Resources

Cash Balance Plans - 2021

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

DOL Guidance on ESG and Other Investments

The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >

Take Advantage of Cycle 3 Document Restatements

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

2021 Employee Benefit Indexed Limitations

View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >

"Cross-Testing" in Qualified Profit Sharing Plans - 2020

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 - 2020

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

The Simplified Employee Pension (SEP) - 2020

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

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

Learn More >

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 >

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