(502) 429-0767 Secure File Sharing Ask An Expert M

Resources

Recent Tax Acts Impacting Retirement Plans

Tax Laws |

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

Hardship Withdrawal Changes under the new Budget Act

Hardship Withdrawals |

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

Davis-Bacon Plans

Prevailing Wage |

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

SEPs vs 401(k) Safe-Harbor

SEPs |

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

Small Employer Credit for Retirement Plan Start-Up Costs

Small Employer Credit |

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

Safe Harbor Plans |

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

What You Should Know About the Hardship Withdrawal Process

Hardship Withdrawals |

A checklist of tasks to review and approve hardship withdrawals. Learn More >

Searching for Missing Participants

Margaret W., QKA | Lost Participants |

We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >

Switching from a SEP to a 401(k)

SEPs |

Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. Learn More >

Simple IRA vs 401(k)

SIMPLE IRAs |

This article explains the many reasons an employer may want to sponsor a 401(k) plan instead of a Simple IRA. Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote