Resources

Cybersecurity: Is Your Data Protected?

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 >

Why Are Administrative Policies Important?

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 >

DOL Guidance on ESG and Other Investments

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 >

Take Advantage of Cycle 3 Document Restatements

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

2021 Employee Benefit Indexed Limitations

View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >

IRS Releases Additional Guidance on CARES Act

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Document Restatements Required

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2020

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

Retirement Plan Provisions in the CARES Act

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 >

FAQs: Can I Suspend the Safe Harbor Contribution?

Frequently Asked Questions on Safe Harbor Suspension Learn More >

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