A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
What are the differences and which is right for your company? Learn More >
Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method.
A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).