Non-qualified retirement plans refer to employer-sponsored retirement plans that do not meet the specific requirements and regulations set forth by the Internal Revenue Service (IRS) for qualified ...

One of the most common errors in 401(k) plan administration continues to be a mismatch between a plan’s definition of compensation and the actual compensation taken into account for plan purposes ...

Tax reform made few changes that directly impact qualified retirement plans; however, it made some changes that may indirectly impact qualified retirement plans. We previously blogged on the indirect ...

A 403(b) retirement plan, also called a tax-sheltered annuity plan, is a specialized retirement plan for employees of public schools and certain non-profit organizations. The plan, like a 401(k), is ...

Strategies are actions a business takes to compete more aggressively, to acquire additional customers and to operate the company more profitably. A successful strategic plan provides the information ...