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All of Your Questions About "Cross-Tested" Plans Answered Here:
What is a cross-tested plan? A cross-tested plan is a defined contribution plan that uses a certain testing method to show that the plan...
Michelle Marsh
Dec 23, 2020


6 Things You May Not Know About Cash Balance Plans
When it comes to deciding on a retirement plan, there are many choices, yet, one plan that is increasing in popularity is the cash...
Michelle Marsh
Dec 9, 2020


What is a Safe Harbor 401(k) Plan?
One of the most popular 401(k) Plans, Safe Harbor is great for owners and employees alike. The Safe Harbor plan design allows business...
Michelle Marsh
Jul 29, 2020


Fixing Problems With Your Organization’s 401(k) Plan
Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...
Michelle Marsh
Jul 22, 2020


The Impact of the CARES Act on Retirement Planning
The Coronavirus Aid, Relief, and Economic Security (CARES) Act and other COVID-19-related laws were passed in late March 2020. Not only...
Michelle Marsh
Jun 11, 2020


Retirement Planning in the Post-COVID-19 World
Though it seems like it will never arrive, the end of the Coronavirus pandemic will come eventually, and the world will return to some...
Michelle Marsh
Jun 9, 2020
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