A review of plan features for the 4 types of common plan designs used by small employers. Learn More >
Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
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 >
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. 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 >
Results from a recent survey of nearly 400 plan sponsors provide insight into how plans are being administered and what features employers are using to encourage participation. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Cash balance plans offer high contribution limits and flexibility.
Please join us in congratulating our two new Account Executives!