Required Employee Notices for 401(k) Plans

Employers must give employees various required notices during the year. Learn More >

Retirement Plan Committees for 401(k) and 403(b) Plans

A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of the plan. Learn More >


New Retirement Savings Account Option. Learn More >

Kentucky Child Support Laws and Retirement Plan Distributions

Employers may be required to report certain terminated employees to the state Child Support Office. Learn More >

Highly Compensated Employees and Key Employees

How are HCEs and Keys defined and what tests are based on these classifications of employees? Learn More >

Advantages and Disadvantages of a 1042 Election

A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >

Promoting Success with Employee Stock Ownership Plans

Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >

Tax Consequences of Plan Disqualification

If a plan is determined to be disqualified by the Internal Revenue Service (IRS), more than just the employer is affected. Learn More >

Helpful Statistics

The following organizations provide useful statistical information. Learn More >

Disability and Workers Comp Considerations in Plans

Unfortunately, there may be a time when you will have to deal with a situation in which an employee becomes disabled. Learn More >

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

Request a Quick Quote