Employee Stock Ownership Plans: Impacts from Recent Tax Reform

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

Hardship Withdrawal Changes under the new Budget Act

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

Davis-Bacon Plans

An overview of the aspects that comprise a Davis-Bacon plan. Learn More >

SEPs vs 401(k) Safe-Harbor

What are the differences and which is right for your company? Learn More >

Small Employer Credit for Retirement Plan Start-Up Costs

For small employer retirement plans, a tax credit of up to 50% of the first $1,000 in “eligible start up costs” may be available to offset establishment and administration costs. Learn More >

Four Safe Harbor Options for 401(k) Plans

This chart describes the four safe harbor options available to employers to avoid some nondiscrimination testing. Learn More >

What You Should Know About the Hardship Withdrawal Process

A checklist of tasks to review and approve hardship withdrawals. Learn More >

Searching for Missing Participants

We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >

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