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Resources

Calculation of Earned Income for Self-Employed Individuals

Compensation |

The circular calculation of compensation for an owner can be tricky. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >

How to Understand and Review Form 5500

Form 5500 |

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

Why Some Retirement Plans Do Not Offer Loans to Participants

Plan Design |

After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >

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 >

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