Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >
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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!