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Resources

The SIMPLE IRA Plan - 2026

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

The Simplified Employee Pension (SEP) - 2026

SEPs |

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. 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 >

Required Annual Tests - 2026

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Fiduciary Rule Changes

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

Recent changes in the regulatory landscape have raised questions for employers that sponsor retirement plans. 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 >

Cash Balance Plans Explained - 2026

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

The Saver's Credit - 2026

Saver's Credit |

The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $80,500. Learn More >

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