Resources
Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit
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 >