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Resources

Why Hire an Unbundled Service Provider?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | TPA Services

An “unbundled” service arrangement for plan administration provides many advantages to an employer. 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 >

Kentucky Pension Exclusion 2018

Kentucky State Law |

State tax reform package makes changes to retirement income exclusion in Kentucky Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

What is a Solo 401(k) Plan?

Solo 401(k) |

What makes a Solo 401(k) plan different from a traditional 401(k) plan? Learn More >

Recent Tax Acts Impacting Retirement Plans

Tax Laws |

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

Hardship Withdrawal Changes under the new Budget Act

Hardship Withdrawals |

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

Davis-Bacon Plans

Prevailing Wage |

An overview of the aspects that comprise a Davis-Bacon plan. Learn More >

SEPs vs 401(k) Safe-Harbor

SEPs |

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

Small Employer Credit for Retirement Plan Start-Up Costs

Small Employer Credit |

For small employer retirement plans, a tax credit of up to 50% of the first $1,000 in “eligible start up costs” may be available to offset establishment and administration costs. Learn More >

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