According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >
The circular calculation of compensation for an owner can be tricky. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).