Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >
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The DOL discusses questions associated with the conflict of interest rule. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >
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The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000.
A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions).
Congratulations Caryn and Greg!
Amber discussed "A Day in the life of a TPA"