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Helping businesses choose the right retirement plan,
with the right features, run the right way, since 1982.

Latest News

News
July 30, 2020

New IRS Rules For Employers Considering “Turning-Off”​ Safe Harbor Contributions

A common 401k plan design includes a “safe harbor” (“SH”) feature. By agreeing to make SH contributions for eligible employees (either conditioned on the employee making payroll-deducted contributions -- a…
News
July 6, 2020

Rollover Relief for “Minimum Required Distributions”​

“Minimum required distributions” (commonly referred to as MRDs or RMDs) generally are required to be paid by tax-qualified retirement plans to plan participants who have attained age 70-1/2 or, under…
News
June 16, 2020

IRS Guidance Expected About Coronavirus-Related Distributions and Loans

The CARES Act, which became law on March 27th, provides Coronavirus-related “relief” that includes special distribution options for retirement plans and IRAs and enhanced loan amounts and loan repayment suspension…

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with the right features, run the right way, since 1982.

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