Resources

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RETIREMENT

Solo-k Plans: The devil is in the details

There are a plethora (of piñatas and) Solo-k retirement plans in this nation. I find that about 50% of the time Solo-k’s I come in contact with are run beyond the boundaries of IRS regulations. That’s a nice way of saying they have issues.

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Industry

Revenue Sharing for TPA’s

What Everyone Should Know: Revenue Sharing From an Insider’s Perspective

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Retirement Plans

Control Groups and Retirement Plans

Discusses control groups from a layman’s perspective.

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Case Studies


No Case Studies found.

Videos

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PBS 30 Year Anniversary
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We are PBS
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Webinar: Two New HRA’s coming 2020 and HSA Update
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Webinar: Self Funding Episode 2 – Connections & Pricing
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Webinar: Introduction to Self-Funding
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Cobra Basics
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Forms

Retirement Forms
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Loan Application

Retirement Forms
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Distribution Form

Retirement Forms
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Distribution W-4R

Retirement Forms
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New Plan Solo-K Checklist

All Forms

Fact Sheets

Fact Sheet
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Employee Benefit Plan Limits Fact Sheet

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