Comparing 7 Defined Contribution Plan Designs - 2024

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

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2024

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

"Cross-Testing" In Qualified Profit Sharing Plans - 2024

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 >

Small Business Retirement Plan Options - 2024

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

Should A Participant Front Load Their Employee Deferrals?

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Details of the SECURE Act Part Ten: Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP)

Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). 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 >

Why Some Retirement Plans Do Not Offer Loans to Participants

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 >

Why Sponsor a Retirement Plan?

Company retirement plans offer many benefits to employers and employees. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

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 >

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