Resources

Selecting and Monitoring Target Date Funds

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) vs. 401(k) - 2019

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2019

What are the differences and which is right for your company? Learn More >

2019 Employee Benefit Indexed Limitations

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

Why Hire an Unbundled Service Provider?

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

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 >

Kentucky Pension Exclusion 2018

State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

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