Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >
Cash balance plans offer high contribution limits and flexibility. Learn More >
The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >
View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >
What are the differences and which is right for your company? Learn More >
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan.
Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%.
Congratulations Caryn and Greg!
Amber discussed "A Day in the life of a TPA"