Resources

The Saver's Credit - 2021

The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000. Learn More >

Details of the SECURE Act - Part Seven: Due Date for Adopting a New Plan

A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >

Details of the SECURE Act - Part Six: IRA Enhancements

Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2021

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

"Cross-Testing" in Qualified Profit Sharing Plans - 2021

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 >

The SECURE Act: Changes for Long Term/Part Time Employees

The SECURE Act requires that long term/part time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours. Learn More >

Cybersecurity: Is Your Data Protected?

EVERYONE in a company is responsible for Cybersecurity - our society is dependent on electronic communication and data transfer. There are simple changes a company can make to protect their data. Learn More >

Why Are Administrative Policies Important?

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

DOL Guidance on ESG and Other Investments

The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >

Take Advantage of Cycle 3 Document Restatements

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

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