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Resources

Recent Tax Acts Impacting Retirement Plans

Tax Laws |

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

Hardship Withdrawal Changes under the new Budget Act

Hardship Withdrawals |

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

Switching from a SEP to a 401(k)

SEPs |

Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. Learn More >

Simple IRA vs 401(k)

SIMPLE IRAs |

This article explains the many reasons an employer may want to sponsor a 401(k) plan instead of a Simple IRA. Learn More >

Permitted Disparity in Contribution Formula

Permitted Disparity |

Discretionary profit sharing contributions can come in many “flavors”. Learn More >

Maintaining Retirement Plan Records

Records Retention |

Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >

Winning Retirement Plan Business

Marketing |

Advisors with in-depth knowledge of retirement plans who partner with a TPA are more successful at growing their retirement plan business. Learn More >

New Tax Filing Deadlines

Form 5500 |

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Bond Initiative

FIDELITY/FIDUCIARY BONDING |

Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >

The $70,000 Question

Controlled Groups |

Asking the right questions can make all the difference in plan administration. Learn More >

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