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Resources

"Cross-Testing" in Qualified Profit Sharing Plans - 2019

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 >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2019

Plan Design

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

Are You Ready for a Cash Balance Plan?

Annemarie Keehn, ERPA, QPA, QKA | Cash Balance Plans |

A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >

Selecting and Monitoring Target Date Funds

Annemarie Keehn, ERPA, QPA, QKA | Investments |

Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2019

Plan Design

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

403(b) vs. 401(k) - 2019

403(b) |

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

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2019

SIMPLE IRAs

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

Small Business Retirement Plan Options - 2019

Plan Design

A review of plan features for 4 types of common plan designs used by small employers. Learn More >

2019 Employee Benefit Indexed Limitations

PLAN LIMITS

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

Why Hire an Unbundled Service Provider?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | TPA Services

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

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