After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >
Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >
Company retirement plans offer many benefits to employers and employees. Learn More >
A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >
Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >
View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >
An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >
IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >
State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make.
Who is considered an employee for retirement purposes? Why is it important?
Please join us in congratulating our two new Account Executives!