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 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 >
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 >
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 >
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!