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

Latest News

News
April 14, 2021

Retirement Plan Issues That Are On The IRS Radar

The IRS annually announces its compliance priorities for the upcoming year, including its emphasis on certain retirement plan issues. This emphasis occurs primarily through the IRS plan audit process. This…
News
March 22, 2021

Most Recent COVID Relief Act Includes Pension Plan Changes

There were several significant changes in pension law included in the American Rescue Plan Act of 2021 (ARPA), which became law March 11th.  ARPA is the latest COVID-pandemic-related law, which…
News
February 25, 2021

Plan Loans Have Become More Complicated Because of New Rules

Plan loans to participants in 401k plans and other tax-qualified retirement plans require extraordinary actions by the employer to ensure compliance with (1) plan documentation requirements, (2) maximum loan amount…

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

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