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Resources

Uncashed Distribution Checks

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Uncashed distribution checks are a growing problem for plan sponsors, as the numbers of small-balance accounts and separated participants grow. Learn More >

Missing Participants

Leisha Gosling, MBA, CEBS, QKA, QKC | Lost Participants |

After a participant leaves employment, a plan administrator must continue to provide them with plan notices. Learn More >

Mandatory Automatic Enrollment Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | Automatic Enrollment |

These proposed regulations answer many of the questions that we have had concerning mandatory automatic enrollment that took effect January 1, 2025. Learn More >

Retirement Savings Calculator

Calculators |

This worksheet helps you determine what percent of pay to save for retirement. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2025

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 >

The Saver's Credit - 2025

Saver's Credit |

The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500. Learn More >

401(k) Safe Harbor Rules - 2025

Safe Harbor Plans |

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

Cash Balance Plans Explained - 2025

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

The SIMPLE IRA Plan - 2025

SIMPLE IRAs |

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

Comparing 7 Defined Contribution Plan Designs - 2025

Plan Design |

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

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