Resources

Required Annual Tests - 2022

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Cash Balance Plans - 2022

Cash balance plans offer high contribution limits and flexibility. Learn More >

Are You Ready for A Cash Balance Plan?

A Cash Balance Plan is the perfect opportunity to build substantial retirement savings in a short time. Learn More >

Small Business Retirement Plan Options - 2021

A review of plan features for the 4 types of common plan designs used by small employers. Learn More >

401(k) Safe Harbor Rules - 2021

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

2022 Employee Benefit Indexed Limitations

View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2021

What are the differences and which is right for your company? Learn More >

What are Prohibited Transactions in Retirement Plans?

A transaction between the qualified plan and a disqualified person. Learn More >

The Simplified Employee Pension (SEP) - 2021

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

How Important are Beneficiary Forms?

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 >

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