April 08 2014

It's Not Nice to Keep a Secret

A recent article in The Wall Street Journal touted the virtues of defined benefit pension plans for self-employed individuals and small business owners in general.  Defined contribution plans such as 401(k)s are sufficient for an owner looking to put...

March 25 2014

PPA Restatement for most IRS 401(a) Profit Sharing and 401(k) Plans

In 2014, the IRS is expected to issue approval for the pre-approved 401(a) and 401(k) plan documents that have been updated to comply with tax law changes since the previous restatement mandated by the IRS.