Resources

"Cross-Testing" in Qualified Profit Sharing Plans - 2020

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2020

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

The Simplified Employee Pension (SEP) - 2020

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

401(k) Safe Harbor Rules - 2020

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

IRS Releases Additional Guidance on CARES Act

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Document Restatements Required

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2020

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

Small Business Retirement Plan Options - 2020

A review of plan features for 4 types of common plan designs used by small employers. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2020

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

Retirement Plan Provisions in the CARES Act

The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >

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