A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
A review of plan features for 4 types of common plan designs used by small employers. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >
Frequently Asked Questions on Safe Harbor Suspension Learn More >
Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses. Learn More >
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make.
Who is considered an employee for retirement purposes? Why is it important?
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