Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >
What are the differences and which is right for your company? Learn More >
View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >
An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >
IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >
State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >
ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >
What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >
Recent changes to retirement plan provisions due to 2 new Tax Acts 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