Planning & Research

Regulatory Limits

A Plan’s written document will define the terms and provisions of your employee retirement plan.... Read More


The number one Plan administration procedure for all employer-sponsored retirement plans is to follow the plan document... Read More

Defining Terms

A federal law that sets minimum standards for most voluntarily established pension and health plans in private industry... Read More

Testing Sequence

Some of the most common qualified plan rules are identifying Highly Compensated Employees (HCE), Key Employees... Read More

ADP/ACP Testing

Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) are the most frequent compliant... Read More

ERISA Section 404(c)

Since the enactment of Employee Retirement Income Security Act of 1974 (ERISA), the responsibility... Read More

Investment Policy

The Department of Labor has stated that documentation, such as an Investment Policy Statement, is key... Read More

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