Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >
Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%. Learn More >
The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000. Learn More >
A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >
Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >
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 >
Let us help design and administer a Retirement Program that meets your needs.
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related.
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference