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Resources

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 >

Take Advantage of Cycle 3 Document Restatements

Plan Design |

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

Plan Design |

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 >

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