There are many qualified plans that are not taking advantage of automatic enrollment. Learn More >
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 >
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 >
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >
View the employee benefit indexed limitations for the 2020 plan year, released by the IRS. Learn More >
Additional useful information for the needs of your retirement plan can be found from related organizations. Learn More >
The circular calculation of compensation for an owner can be tricky. Learn More >
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 >
Plan Administrators need to know how to read and understand key questions on the annual Form 5500. 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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