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 >
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This worksheet helps you determine what percent of pay to save for retirement. Learn More >
The DOL discusses questions associated with the conflict of interest rule. Learn More >
Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. 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.
A note to plan sponsor in regards to the CARES Act