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Resources

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

Plan Design |

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

Plan Design |

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

Plan Design |

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

Discretionary vs. Directed Trustee

Margaret W., QKA | Plan Design |

The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >

Designing a Retirement Plan for Phased Retirement

Plan Design |

Employers who want to benefit older workers that are partially retired may want to consider these plan design changes. Learn More >

Vesting: A Look at Retirement Plan Ownership

Plan Design |

An important consideration in plan design is structuring the vesting schedule for the employer contributions. Learn More >

Designing a Defined Contribution Plan

Plan Design |

Designing a tax-qualified defined contribution plan (such as profit sharing, 401(k), 403(b), or employee stock ownership plan) requires that the employer consider a number of major questions. Learn More >

Retirement Plans for Restaurants

Plan Design |

We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >

The Ideal 401(k) Platform with Investment Options

Plan Design |

People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >

Why Some 401(k) Plans Have No Match

Plan Design |

We see five major reasons that some companies choose to sponsor 401(k) plans while not making matching contributions. Learn More >

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