Innovative Myth Series #5: Plans With No Financial Consultant Receive The Best Fees And Fiduciary Protection From Their Qualified Plan Provider
See how Innovative’s experience with reviewing “Retirement Plan Relationships” helped one client in negotiating lower administrative fees, increased services for the plan sponsor and streamlined administrative functions. Download full case […]
Are Target Date Funds Right for Your Participants?
In recent years, plan sponsors have increased the inclusion of Target Date Retirement funds in their investment fund lineup. In fact, J.P. Morgan estimates that 88% of new retirement plan […]
Innovative Myth Series #4 Employer Profit-Sharing Deductions Must Be Recognized in the Year the Contribution is Made
See how Innovative’s strategic planning and Profit-Sharing experience helped our client maximize tax benefits and fund significant plan contributions for their key employees. Download full case study here. Let Innovative perform a complimentary review […]
Innovative Myth Series #3: Mergers and Acquisitions are Simple
Innovative’s merger and divestiture of plans consulting expertise enabled us to provide complete end -to-end service. See how we helped our client ease their administrative burden and reduce client fees […]
Innovative Myth Series #2: All Highly Compensated Employees are Defined by Salary Alone
See how Innovative’s experience with qualified plans helped this client to be compliant with ADP testing. Download full case study here. Let Innovative perform a complimentary review of your plan, contact our retirement […]
Innovative Myth Series #1: I Can Rely on My Recordkeeper to Manage Terminated Employees
See how Innovative’s experience with retirement plans helped this client find substantial savings by examining their 401(k) plan. Download full case study here. Let Innovative perform a complimentary review of your plan, […]
Retirement Match on Student Loan Debt- UPDATE
In October we reported on a Private Letter Ruling the IRS issued for an employer interested in offering a student loan repayment benefit through their 401(k) plan. While the ruling […]
Let’s Discuss Tax Relief from Your 199A Deduction
Earlier this week we discussed the Tax Cuts and Jobs Act of 2017 and the limits placed on the deductibility of State and Local taxes for 2018. Now let’s discuss […]
There May Be a Simple Solution to Decrease the 2018 Tax Burden Through a Customized Retirement Plan Design
The Tax Cuts and Jobs Act of 2017 have limited the deductibility of State and Local taxes for 2018. As a result, many high earners may be subject to additional […]
Student Loan Considerations for Plan Sponsors-Part Two
As a follow up to our first article on student loan debt, its impact on employers and the recent IRS Private Letter Ruling (PLR) regarding student loan repayments, we’ve attached […]
