Resources

Comparing 7 Defined Contribution Plan Designs - 2021

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

"Cross-Testing" in Qualified Profit Sharing Plans - 2021

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 >

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 >

Small Business Retirement Plan Options - 2020

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

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2020

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

2015 Benchmark Survey Highlights Plan Trends

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 >

Leading Questions to Discover Sales Opportunities

A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >

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