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Resources

What Retirement Policies Should Your 401(k) Plan Have in Place?

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

Policies and procedures for 401(k) plans help employees involved in plan administration do their job efficiently. Learn More >

Federal Reserve Interest Rate Increase

Investments |

The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >

3 Important Retirement Plan Document Deadlines for 2022

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

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

Gender Pension Gap

Marketing |

We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >

Alternative Investments

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

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

The SIMPLE IRA Plan - 2022

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

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 >

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 >

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