Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >
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 offer high contribution limits and flexibility. Learn More >
A Cash Balance Plan is the perfect opportunity to build substantial retirement savings in a short time. Learn More >
A review of plan features for the 4 types of common plan designs used by small employers. Learn More >
View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >
A transaction between the qualified plan and a disqualified person. Learn More >
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? Why is it important? Learn More >
The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related.
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference