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Cross Tested Plans

…are tested each year to determine whether a plan satisfies these requirements. Under a CrossTested plan, testing is performed based on benefits received rather than dollars contributed. WHAT MAKES CROSS TESTED PLANS UNIQUE? Cross Tested plans are unique in that they are tested in terms…

How Innovative Plan Design Can Contribute to a Credit Union’s Success

…can change from year to year. What’s more, a company that already has a traditional 401(k) can overlay a cross-tested plan or establish a separate profit-sharing plan. Keep in mind that every cross-tested plan has its own individually designed formula, allowing a given organization the…

Market Volatility and the Impact of the Coronavirus

…countries, including South Korea, Japan, Europe, and the Middle East, and is expected to eventually spread in the United States. Vaccines are being tested, but are not expected to be available to the public for many months. How have the financial markets reacted? The US…

Credit Unions: Make Sure You Know Your Fiduciary

…maintain those fiduciary responsibilities, and to constantly act in the best interest of a plan’s participants, is key to any plan’s ultimate success. Only by knowing your fiduciary – and only by consulting with a professional, time-tested provider — can you attain the ease of…

Retaining Millennials in the Workplace: Boost Benefits

…her.” To that end, we created a mentoring program and cross trained her for other jobs while she was still performing her regular duties and she kept asking for more. She kept knocking one thing out of the park after the next and made sure…

Getting Our Hands Dirty

…Plains headquarters to clean gardens, dig in the dirt to plant flowers, and create crossword puzzle white boards. This was one of the most productive and fulfilling days – personally and professionally — we agree we’ve all had in a long time, and I guarantee…

The End is Near!..or is it? -Part Two

…at or even above this level, with solid positive returns. In fact, the S&P 500 first crossed the 2.7x multiple in the modern era in the summer of 1995, and spent most of following 15 years above that multiple, through both bull and bear markets….

What’s Included In A Plan Document

…prevent any future issues. A good 3(16) administrator handles these issues for clients, so they don’t have to give it a second thought. Dotting all the i’s and crossing the t’s…running your plan according to the terms of the plan document is key to avoiding…