Blog May 12, 2020Coronavirus-related Distributions The Coronavirus Aid, Relief, and Economic Security (CARES) Act (HR 748) was signed into law on March 27, 2020, More
Blog May 12, 2020Who are qualified individuals? Below are the guidelines under the CARES Act for “qualified individuals” relating to More
Tool November 21, 2019Contribution Limits In 2023, several of the Cafeteria Plan and Retirement Plan annual limits are increasing. Check out the new limits More
Expert August 20, 2019403(b) Plans Expert Jen Burnett Our 403(b) Plans expert, Jen, can help your company setup and administer a customized plan to fit your More
Article August 19, 20195500 Filing Deadline Reminder Cafeteria/Retirement Plan 5500 Filing Deadline: July 31 (for plans with 12-31 year ends) ERISA, the federal law More
Blog August 19, 2019Protecting Your Plan Assets with an ERISA/Fidelity Bond To comply with ERISA, every fiduciary of an employee benefit plan and every individual who handles plan funds must More
Tool August 19, 2019Contribution Limits for 2019 In 2019, you will be able to save up to $19,000 in your 401(k), up from $18,500 in 2018. The limit for individual More