(502) 429-0767 Secure File Sharing Ask An Expert M

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 >

The SIMPLE IRA Plan - 2024

SIMPLE IRAs |

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

The Simplified Employee Pension (SEP) - 2024

SEPs |

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

401(k) Safe Harbor Rules - 2024

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 >

SECURE 2.0 Guidance

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

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

Long Term/Part Time Employees - Revised

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

SECURE 2.0 made technical corrections to the long-term/part-time rules. 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 >

2024 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed Limitations for the 2024 plan year. Learn More >

Required Annual Tests - 2024

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote