When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >
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 >
A review of plan features for the 4 types of common plan designs used by small employers. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >
Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >
After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >
Company retirement plans offer many benefits to employers and employees. Learn More >
IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation.
Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time.
New team members for 2023.
Ryan S. and Michael Z. recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).