Resources

Federal Reserve Interest Rate Increase

The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >

3 Important Retirement Plan Document Deadlines for 2022

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

Gender Pension Gap

We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >

Alternative Investments

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

403(b) vs. 401(k) - 2022

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

The SIMPLE IRA Plan - 2022

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

Should A Participant Front Load Their Employee Deferrals?

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Required Annual Tests - 2022

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Cash Balance Plans - 2022

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

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