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Resources

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 >

The Simplified Employee Pension (SEP) - 2026

SEPs |

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2026

Safe Harbor Plans |

A discussion of the various provisions in a plan that will allow owners of small businesses to maximize their contributions. Learn More >

Required Annual Tests - 2026

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Fiduciary Rule Changes

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

Recent changes in the regulatory landscape have raised questions for employers that sponsor retirement plans. Learn More >

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