The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >
An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account.
Are the requirements for part-time employees the same for health insurance as it is for retirement plans?
October is recognized as Employee Ownership Month for ESOPs.
Susan recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).