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Switching from a SEP to a 401(k)

SEPs | July 24, 2017

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 | July 24, 2017

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

Roth Elective Deferrals in a 401(k) Plan

Roth Contributions | April 21, 2017

Make sure you understand how to administer a Roth 401(k) account before adding it to your plan. Learn More >

Permitted Disparity in Contribution Formula

Permitted Disparity | April 20, 2017

Discretionary profit sharing contributions can come in many “flavors”. Learn More >

Partial Plan Terminations

Andrea B., ERPA, QPA, QKA | Plan Termination | April 17, 2017

It may be deemed that there has been a partial plan termination if more than 20% of the plan’s participants are terminated. Learn More >

Roth 401(k) Contributions, From the Participant's Point of View

Roth Contributions | February 22, 2017

What considerations should be made when deciding between pre-tax or Roth after-tax 401(k) contributions? Learn More >

Winning Retirement Plan Business

Marketing | January 18, 2017

Advisors with in-depth knowledge of retirement plans who partner with a TPA are more successful at growing their retirement plan business. Learn More >

Profit Sharing Council of America Fiduciary Training Program

Fiduciary Issues | November 16, 2016

Automatic Enrollment Booklet

Automatic Enrollment | November 16, 2016

FAQs on the Conflict of Interest Rule

Fiduciary Issues | October 28, 2016

The DOL discusses questions associated with the conflict of interest rule. Learn More >

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