The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >
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 present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >
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 >
Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >
Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >
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 offer high contribution limits and flexibility. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
This ten step checklist will help you end your plan year smoothly.
The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference