A checklist of tasks to review and approve hardship withdrawals. Learn More >
We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. Learn More >
This article explains the many reasons an employer may want to sponsor a 401(k) plan instead of a Simple IRA. Learn More >
Make sure you understand how to administer a Roth 401(k) account before adding it to your plan. Learn More >
Discretionary profit sharing contributions can come in many “flavors”. Learn More >
It may be deemed that there has been a partial plan termination if more than 20% of the plan’s participants are terminated. Learn More >
What considerations should be made when deciding between pre-tax or Roth after-tax 401(k) contributions? Learn More >
Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >
Advisors with in-depth knowledge of retirement plans who partner with a TPA are more successful at growing their retirement plan business. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
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 $65,000.
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.