FuturePlan Simple IRA to 401(k)
FuturePlan Cash Balance 101
INTAC Overview Sheet
Cash Balance Plans: Just the Facts
What is a Cash Balance Plan? A cash balance plan is a type of qualified pension plan in which the employer guarantees a contribution level and a minimum rate of return. Often referred to as a hybrid plan, a cash balance plan has many charac- teristics of both a...
Tax Credit Opportunities for New Qualified Retirement Plans
TAX CREDIT OPPORTUNITIES FOR NEW QUALIFIED RETIREMENT PLANS Tax credits associated with the start-up of a retirement plan are commonly overlooked in the pension planning arena. These types of tax credits help employers offset the upfront costs of establishing...
Fidelity Bonds: Just the Facts
In 1974, the Employee Retirement Income Security Act (ERISA) was enacted to regulate most types of employee benefit plans. An ERISA fidelity bond is a type of insurance that protects the plan against losses caused by acts of fraud or dishonesty by persons who handle plan funds or property.