Deadline to implement a new Safe Harbor 401(k) Plan for 2019 is October 1
There are two ways for a 401(k) Plan to achieve Safe Harbor status. Employers make a 3% nonelective contribution for all eligible... Read More
A few basics of safe harbor 401(k) plans
Many growing businesses and other types of employers want to offer a 401(k) plan but don’t want to deal with the stress... Read More
DOL expands retirement plan options for smaller businesses
The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees.
What happens if I cannot make the minimum required contribution to my Cash Balance Plan?
The latest you can make the minimum required contribution to a Cash Balance Plan (or Defined Benefit Plan) is 8.5 months after... Read More
Cash Balance Plans | What should advisors know?
If you have any questions regarding the content of this webinar view our Q&A section below or reach out to Wendy Frame or Jeremy Palm. Q: If... Read More
Plan year 2019 deadlines for calendar year retirement plans
January 31, 2019 Deadline for mailing IRS Forms 1099-R to plan participants February 28, 2019 Deadline for mailing IRS Forms 1099-R to... Read More
IRS Releases 2019 Limits on Benefits and Contributions
The IRS recently released the limitations on benefits and contributions under qualified retirement plans. Below is a summary of the 2019 IRS... Read More
New Tax Law | What should advisors know?
Check out our most recent webinar featuring Dave Brauer, Jeremy Palm and Wendy Frame.
Reminder: 2017 Cash Balance Plan and Traditional Defined Benefit Plan Contributions are due 9/15
If you have not already made your 2017 Cash Balance Plan or Traditional Defined Benefit Plan contribution, you need to do so... Read More
Cash Balance Plans + Tax Reform = A Great Opportunity for Business Owners
A recent article in the Financial Advisor magazine discusses how tax reform created even more tax incentives for business owners to sponsor... Read More