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Resources

Other Useful Organizations

Other Organizations

Additional useful information for the needs of your retirement plan can be found from related organizations. Learn More >

Calculation of Earned Income for Self-Employed Individuals

Compensation |

The circular calculation of compensation for an owner can be tricky. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

Tax Laws |

The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >

How to Understand and Review Form 5500

Form 5500 |

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. 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 >

Fiduciary Insurance and Fidelity Bond Coverage

FIDELITY/FIDUCIARY BONDING |

Understanding fiduciary liability insurance vs. fidelity bond coverage. Learn More >

Why Sponsor a Retirement Plan?

Plan Design |

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

Are You Ready for a Cash Balance Plan?

Cash Balance Plans |

A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >

Selecting and Monitoring Target Date Funds

Investments |

Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >

2019 Employee Benefit Indexed Limitations

PLAN LIMITS

View the employee benefit indexed limitations for the 2019 plan year, released by the IRS. Learn More >

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