The circular calculation of compensation for an owner can be tricky. Learn More >
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 >
Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >
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 >
Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >
Company retirement plans offer many benefits to employers and employees. 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 >
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
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 >
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 >
Let us help design and administer a Retirement Program that meets your needs.
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act