This ten step checklist will help you end your plan year smoothly. Learn More >
Policies and procedures for 401(k) plans help employees involved in the plan administration do their job efficiently. Learn More >
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >
Who is considered an employee for retirement purposes? Why is it important? Learn More >
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. 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