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Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Required Annual Tests - 2022

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Cash Balance Plans - 2022

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

Are You Ready for A Cash Balance Plan?

Cash Balance Plans |

A Cash Balance Plan is the perfect opportunity to build substantial retirement savings in a short time. Learn More >

Small Business Retirement Plan Options - 2021

Plan Design |

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

2022 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >

What are Prohibited Transactions in Retirement Plans?

Leisha Gosling, MBA, CEBS, QKA, QKC | PLAN LIMITS |

A transaction between the qualified plan and a disqualified person. Learn More >

How Important are Beneficiary Forms?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >

Who is Considered an Employee for Retirement Purposes?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Who is considered an employee for retirement purposes? Why is it important? Learn More >

Update to Employee Plans Compliance Resolution System (EPCRS)

Leisha Gosling, MBA, CEBS, QKA, QKC | EPCRS |

The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >

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