Home
Resources

Resources

"Cross-Testing" in Qualified Profit Sharing Plans - 2021

Plan Design

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

The SECURE Act: Changes for Long Term/Part Time Employees

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act

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. Learn More >

Cybersecurity: Is Your Data Protected?

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

EVERYONE in a company is responsible for Cybersecurity - our society is dependent on electronic communication and data transfer. There are simple changes a company can make to protect their data. Learn More >

Why Are Administrative Policies Important?

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues

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 - 2021

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

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

DOL Guidance on ESG and Other Investments

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments | November 10, 2020

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 >

Take Advantage of Cycle 3 Document Restatements

Caitlyn CdeBaca, QKA | Plan Design | November 10, 2020

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

2021 Employee Benefit Indexed Limitations

PLAN LIMITS

View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2020

SIMPLE IRAs

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

The Simplified Employee Pension (SEP) - 2020

SEPs

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote