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Resources

Cycle 4 Restatements Are Coming: What Financial Advisors Need to Know

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Cycle 4 restatements are approaching. Learn what financial advisors need to know about upcoming changes, key deadlines, and how to help clients prepare. Learn More >

4 Hidden Tradeoffs of Bundled 401(k) Providers

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Choosing a retirement plan provider is about more than convenience. Explore the hidden tradeoffs of bundled 401(k) providers and what plan sponsors should consider when evaluating their options. Learn More >

Where 401(k) Plans Go Wrong

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

Most 401(k) compliance issues don’t result from bad intentions—they stem from overlooked responsibilities and assumptions. Learn where common gaps occur and how to avoid them. Learn More >

The DOL's New Proposed One Paper Statement Rule & How it Impacts You

Leisha Gosling, MBA, CEBS, QKA, QKC | Notices |

New proposed DOL rules could reshape how retirement plans rely on electronic disclosures and annual paper statements. Read more to learn what these changes mean for retirement plans and plan sponsors. Learn More >

Retirement Plans Are Evolving—Here’s What It Means for You

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Today’s retirement plans are evolving to support employees beyond traditional savings. Learn how these changes are impacting businesses and their employees. Learn More >

ESOP Advantages in Exit Planning

Leisha Gosling, MBA, CEBS, QKA, QKC | ESOPs |

An ESOP is more than a retirement plan. It is a sophisticated exit strategy that can provide liquidity, tax efficiency, and legacy preservation while keeping the business independent. Learn More >

Coordinating Retirement Plans with Client Exit Planning

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Business owners often treat retirement and exit planning separately. Learn how aligning both can improve taxes and business goals. Learn More >

Small Business Retirement Plan Options - 2026

Plan Design |

A downloadable PDF that compares the plan features for the 4 common types of plan designs used by small businesses. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2026

SIMPLE IRAs |

What is the difference between a SIMPLE IRA and a 401(k) Safe Harbor Plan, and which one is right for your company? Learn More >

The SIMPLE IRA Plan - 2026

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

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