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Resources

Cash Balance Plans - 2021

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

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

DOL Guidance on ESG and Other Investments

Leisha Gosling, MBA, CEBS, QKA | 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

Caitlyn CdeBaca, QKA | Plan Design |

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

PLAN LIMITS

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

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 - 2020

SIMPLE IRAs

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

The Simplified Employee Pension (SEP) - 2020

SEPs

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

401(k) Safe Harbor Rules - 2020

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 >

IRS Releases Additional Guidance on CARES Act

Annemarie Keehn, ERPA, QPA, QKA | COVID-19/CARES Act |

Learn More >

Document Restatements Required

Annemarie Keehn, ERPA, QPA, QKA | Documents |

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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