Resources

Nonqualified Deferred Compensation Plans

Nonqualified Deferred Compensation plans benefit specific key employees with more flexible design options than qualified plans. There are advantages and disadvantages to these arrangements. Learn More >

QDIAs under the Pension Protection Act

Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >

New Tax Filing Deadlines

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Bond Initiative

Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >

The $70,000 Question

Asking the right questions can make all the difference in plan administration. Learn More >

Leading Questions to Discover Sales Opportunities

A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >

Discretionary vs. Directed Trustee

The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >

Deadlines to Correct for Failed ADP and ACP Testing

What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >

Safeguarding Your Plan from Fraud

The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >

Tax Credit for Small Business Retirement Plan

A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >

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