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Attract and Retain Talent with a 401(k) and Cash Balance Pension Plan
Learn how sponsoring a 401(k)/Cash Balance Pension combination can help attract and retain top talent, maximize retirement savings, and provide significant tax benefits.
Understanding Brother-Sister Controlled Groups and...
Learn about brother-sister controlled groups, their structure, and how they impact employee benefit plans for business owners.
Cash Balance Pension Plan and 401(k) Plan Deductio...
Learn about the deduction limits for Cash Balance Pension Plans and 401(k) Plans, and how to maximize contributions while ensuring compliance with tax...
Understanding Vesting and Retirement Benefits for ...
Learn about the importance of vesting, the options available for retirement benefits, and the responsibilities of employers after an employee separate...
Understanding Common Control Rules and Their Impac...
Learn about common control rules, their importance in ensuring fairness in employee benefit plans, and their impact on businesses with common ownershi...
Constructive Ownership Attribution Rules
A detailed guide on the regulations surrounding constructive ownership and its importance in establishing a controlled group.
Designing a Customized Retirement Plan
A comprehensive guide on evaluating and designing a customized retirement plan for your company, including benefits, design steps, and tax-saving stra...
Highly Compensated Employees
Understanding the definition of highly compensated employees (HCEs) for retirement plans, including rules for ownership, compensation, and nondiscrimi...
Introduction to Safe Harbor 401(k) Plans and Cash ...
Explore the benefits and features of Safe Harbor 401(k) Plans and Cash Balance Pension Plans. Learn how these retirement plans can offer significant t...
Life Insurance in a Qualified Plan
Explore the benefits and drawbacks of including life insurance in a qualified pension plan. Learn how this strategy can offer tax advantages, protect ...
Limits on Contributions and Benefits
Understand the restrictions on benefits and contributions for defined benefit and defined contribution plans. Learn about the annual limits and compen...
Non-qualified Deferred Compensation Plans
Explore the features, advantages, and disadvantages of Non-qualified Deferred Compensation Plans designed for executives. Understand how these plans o...