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Resources

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 >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2025

SIMPLE IRAs |

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

403(b) vs. 401(k) - 2025

403(b) |

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

Small Business Retirement Plan Options - 2025

Plan Design |

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

Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

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

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

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