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Resources

The Simplified Employee Pension (SEP) - 2024

SEPs |

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

401(k) Safe Harbor Rules - 2024

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 >

SECURE 2.0 Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

Long Term/Part Time Employees - Revised

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 made technical corrections to the long-term/part-time rules. Learn More >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2024

Safe Harbor Plans |

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

"Cross-Testing" In Qualified Profit Sharing Plans - 2024

Plan Design |

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 >

2024 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed Limitations for the 2024 plan year. Learn More >

Required Annual Tests - 2024

Nondiscrimination Testing |

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

Small Business Retirement Plan Options - 2024

Plan Design |

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

403(b) vs. 401(k) - 2024

403(b) |

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

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