Resources

Automatic Enrollment Plan Designs

There are many qualified plans that are not taking advantage of automatic enrollment. Learn More >

Details of the SECURE Act - Part Two: Provisions Related to Attainment of Age 70.5

Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >

Details of the SECURE Act - Part One: Covering Long-Term Part-Time Workers

The SECURE Act contains significant changes to tax-qualified retirement plans. This article looks in detail at one provision that would require coverage of part-time employees. Learn More >

Required Annual Tests - 2020

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

The SIMPLE IRA Plan - 2020

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

2020 Employee Benefit Indexed Limitations

View the employee benefit indexed limitations for the 2020 plan year, released by the IRS. Learn More >

Other Useful Organizations

Additional useful information for the needs of your retirement plan can be found from related organizations. Learn More >

Calculation of Earned Income for Self-Employed Individuals

The circular calculation of compensation for an owner can be tricky. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >

How to Understand and Review Form 5500

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

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