Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
This ten step checklist will help you end your plan year smoothly.
The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference