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 >
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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Let us help design and administer a Retirement Program that meets your needs.
The IRS has issued modified rules on how to correct deferral errors in 401k plans.
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA.