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Resources

7 Common Plan Errors and How to Avoid Them

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Correctly maintaining a retirement plan comes with responsibilities and administrative duties to ensure compliance with the various complex employee benefit plan laws and regulations. Learn More >

Retirement Savings Calculator

Calculators |

This worksheet helps you determine what percent of pay to save for retirement. Learn More >

The Saver's Credit - 2024

Saver's Credit |

The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500. Learn More >

Cash Balance Plans Explained - 2024

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

4 Small Employer Plan Credits

Leisha Gosling, MBA, CEBS, QKA, QKC | Small Employer Credit |

Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2024

SIMPLE IRAs |

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

Comparing 7 Defined Contribution Plan Designs - 2024

Plan Design |

When designing a defined contribution plan, it is important to understand how the various types compare. Learn More >

The SIMPLE IRA Plan - 2024

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

401(k) Safe Harbor Rules - 2024

Safe Harbor Plans |

A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option. Learn More >

SECURE 2.0 Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

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