Resources

Keep Participants from Becoming Lost!

Lost Participants | September 19, 2016

Strategies to consider to avoid lost participants in your plan. Learn More >

Tax Credit for Small Business Retirement Plan

Small Employer Credit | May 18, 2015

A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >

Retirement Plan Committees for 401(k) and 403(b) Plans

Committees | February 28, 2014

A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of the plan. Learn More >

Highly Compensated Employees and Key Employees

Highly Compensated and Key Employees | January 30, 2014

How are HCEs and Keys defined and what tests are based on these classifications of employees? Learn More >

Disability and Workers Comp Considerations in Plans

Disability | July 31, 2013

Unfortunately, there may be a time when you will have to deal with a situation in which an employee becomes disabled. Learn More >

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