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Resources

Comparing 7 Defined Contribution Plan Designs - 2024

Plan Design |

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

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 >

Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Details of the SECURE Act Part Ten: Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP)

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws |

Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >

Take Advantage of Cycle 3 Document Restatements

Plan Design |

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

Why Some Retirement Plans Do Not Offer Loans to Participants

Plan Design |

After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >

Why Sponsor a Retirement Plan?

Plan Design |

Company retirement plans offer many benefits to employers and employees. Learn More >

Private Letter Ruling Addresses Treatment of Student Loan Repayment Benefit

Plan Design |

IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >

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