Articles

Tax Strategy

Choosing a Retirement Solution for Your Small Business

SEP or 401(k) Profit Sharing Plan

What Is a Safe Harbor 401(k) Plan and Is It Right For Your Company?

Deadlines to adopt a new Defined Benefit Pension, Cash Balance, or 401k Profit Sharing Plan have been extended beyond December 31st

Combination Plan Design

Investments

Journal of Pension Benefits, The Dreaded Question: Can I Make Real Estate Investments in My Plan?, (Oct. 1, 2021)

ESG Investments in Retirement Plans: Considerations for Plan Sponsors

Understanding the Share Class Alphabet Soup

DOL Chimes in on Cryptocurrency

Earned vs. Passive Income: Why It Matters For Retirement Contributions

Plan Administration & Compliance

Best Practices for Year-End Preparation

A Guide for Employers Dealing with Missing Participants

5 Things to Know Before Changing Service Providers

Q1 2022 - Plan Sponsor Quarterly Update

Best Practices for Plan Sponsors

Legal / IRS Matters

What’s New In Washington: SECURE 2.0 Permits Student Loan Matching

Best Practices for Plan Sponsors: DOL Proposes New VFCP Rules

SECURE Act 2.0 – What Employers Need to Know

IRS Launches Pre-Audit Correction Program

Plan Theft as DOL Area of Focus

Employee Issues / Education

About Smart Plan

Buyer Beware: Why retirement plan sponsors should think twice before using payroll provider TPAs

Unbundled vs. Bundled Retirement Plans

Open Architecture 401(k) Plans

Retirement Planning With The Younger Generation (Infographic)

Fees

Third Party Administrators (TPA) at a Glance

Retirement Plan Jeopardy: Who Pays that Fee?

One Stop Shopping Could Cost You

The Facts About Revenue Sharing