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 >
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 >
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 >
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >
View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >
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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >
Frequently Asked Questions on Safe Harbor Suspension Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement.
When designing a Defined Contribution plan, it is important to understand how the various types compare.
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference
New team members for 2022.