Resources

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

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

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

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

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

Hardship Withdrawal Changes under the new Budget Act

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

Davis-Bacon Plans

An overview of the aspects that comprise a Davis-Bacon plan. Learn More >

SEPs vs 401(k) Safe-Harbor

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

Small Employer Credit for Retirement Plan Start-Up Costs

For small employer retirement plans, a tax credit of up to 50% of the first $1,000 in “eligible start up costs” may be available to offset establishment and administration costs. Learn More >

Four Safe Harbor Options for 401(k) Plans

This chart describes the four safe harbor options available to employers to avoid some nondiscrimination testing. Learn More >

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