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Category: Retirement Plans
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Qualf Vs Non Banner

Qualified Versus Nonqualified Plans

We know a strong retirement savings strategy is critical for all working Americans. But why are there two classes of retirement plans and how are they different? Learn more.

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Retirement Plan Committee Activities

What is the role of a retirement plan committee and why is it so important to your company's fiduciary duties to plan participants?

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Bitcoin Banner

Bitcoin: Coming to a 401(k) Plan Near You?

Greater media attention has caused Bitcoin interest to surge. However, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Learn more.

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Common Fiduciary Errors to Avoid

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Learn more.

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Retirement Plan Committee Activities

What are the activities and the role of a retirement plan committee? Learn more about ERISA requirements.

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Excessive Fee Litigation Banner Image

Excessive Fee Litigation: The Best Defense is Compliance

Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that we now have more caselaw to consider as we work toward compliance in creating a “best defense”.

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Small Business Tax Guide, Resources for CARES Act

On March 28, 2020, Congress passed the CARES Act, providing an array of provisions to help the economy. Here's a guide and links to valuable resources.

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New CARES Act is Valuable Toolkit for Small Business Owners

The Coronavirus Aid, Relief, and Economic Security Act (or CARES Act) is more than a stimulus package, it's a toolkit for business owners to keep the lights on and care for their employees.

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401(k) Participant Contribution Limits to Increase in 2020

The IRS has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. Learn about the increase in limits for participant contributions.

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