Jul 10, 2018Three of the Best Retirement Plans for Small BusinessesMost of us know that a 401(k) plan allows us to contribute to our retirement expenses by giving us a way to grow our money tax-free in...
Feb 21, 2018A True-Up Match or How to Enhance Employees' Retirement SavingsIf you are an employer who truly cares about your employees’ financial future, especially their financial well-being at retirement, then...
Dec 26, 2017Complying With the 408(b)(2) RegulationWhen it comes to managing and administrating a 401(k) plan, there are some duties that a plan sponsor can delegate. For example, a 401(k)...
Dec 11, 2017Insufficient Fidelity Bond CoverageWhen I review Forms 5500 of micro and small 401(k) plan sponsors, one mistake that I am frequently seeing is insufficient fidelity bond...
Nov 5, 2017IRS 2018 Retirement Plans and HSA LimitsTraditionally, at the end of October the Internal Revenue Service announced cost of living adjustments (COLA) affecting pension and...