(502) 429-0767 Secure File Sharing Ask An Expert M

Resources

4 Hidden Tradeoffs of Bundled 401(k) Providers

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Choosing a retirement plan provider is about more than convenience. Explore the hidden tradeoffs of bundled 401(k) providers and what plan sponsors should consider when evaluating their options. Learn More >

Retirement Plans Are Evolving—Here’s What It Means for You

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Today’s retirement plans are evolving to support employees beyond traditional savings. Learn how these changes are impacting businesses and their employees. Learn More >

Coordinating Retirement Plans with Client Exit Planning

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Business owners often treat retirement and exit planning separately. Learn how aligning both can improve taxes and business goals. Learn More >

Small Business Retirement Plan Options - 2026

Plan Design |

A downloadable PDF that compares the plan features for the 4 common types of plan designs used by small businesses. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2026

Safe Harbor Plans |

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

Why Ownership Is Confirmed Each Year

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Confirming ownership with RMS every year—even when nothing has changed—helps protect your retirement plan, reduce risk, and ensure continued compliance without surprises. Learn More >

"Cross-Testing" In Qualified Profit Sharing Plans - 2026

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 >

Comparing 7 Defined Contribution Plan Designs - 2026

Plan Design |

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

Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

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)

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws |

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

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote