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Resources

Fiduciary Insurance and Fidelity Bond Coverage

Annemarie Keehn, ERPA, QPA, QKA | FIDELITY/FIDUCIARY BONDING |

Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >

Why Sponsor a Retirement Plan?

Plan Design |

Company retirement plans offer many benefits to employers and employees. Learn More >

401(k) Safe Harbor Rules - 2019

Safe Harbor Plans

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

The Simplified Employee Pension (SEP) - 2019

SEPs

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

"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 >

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 >

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