Section 302 of the SECURE Act expanded the benefits of 529 college savings plans. Learn More >
Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products. Learn More >
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >
Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >
Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%. Learn More >
The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000. Learn More >
A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >
Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >
When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make.
Who is considered an employee for retirement purposes? Why is it important?
Please join us in congratulating our two new Account Executives!