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When the Grass Isn't Greener with More Plans, There's a Fix for That!

DWC 03/13/20
In our last Correction of the Quarter, we looked at related companies setting up different types of plans for their respective employees and noted that this sort of structure isn’t “necessarily” a problem when it comes to 401(k) plans. Well, as usual, the devil’s in the details, so we thought it was worth diving into what happens when this is a ...
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When More (Plans) Isn't Merrier: We've Got a Fix for That!

DWC 11/21/19
Q4 2019 COTQ - Blog Header Image - When More Plans Isnt Merrier - Plan Corrections
Stop us if you’ve heard this one before – a SEP, a SIMPLE, and a 401(k) walk into a bar…unfortunately, there’s not a great punch line at the end of this one. Instead of some good laughs, this situation is a recipe for some issues in need of attention. While it might be unusual for a single company to establish one of each, it is not nearly as ...
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Can I Add a Personal SEP IRA to My Company's 401(k) Plan?

DWC 07/24/17
Facts Our firm sponsors a 401(k) plan that includes a 3% of pay safe harbor contribution. The plan also includes a profit sharing provision, but the only company contribution we usually make is the safe harbor.
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