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Resources

How to Understand and Review Form 5500

Form 5500 |

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

Why Some Retirement Plans Do Not Offer Loans to Participants

Plan Design |

After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >

Fiduciary Insurance and Fidelity Bond Coverage

FIDELITY/FIDUCIARY BONDING |

Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >

Why Sponsor a Retirement Plan?

Plan Design |

Company retirement plans offer many benefits to employers and employees. Learn More >

Are You Ready for a Cash Balance Plan?

Cash Balance Plans |

A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >

Selecting and Monitoring Target Date Funds

Investments |

Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >

2019 Employee Benefit Indexed Limitations

PLAN LIMITS

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

Why Hire an Unbundled Service Provider?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | TPA Services

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

Plan Design |

IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >

Kentucky Pension Exclusion 2018

Kentucky State Law |

State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >

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