Topic: Advisor Resources

2021 IRS Plan Limits

Each year, the Internal Revenue Service publishes updated dollar limitations for tax-qualified defined benefit and defined contribution plans. The limits are important for tax-qualified plans, as well as many non-qualified plans.

BOLI Opportunities and Market Update 

Plan Sponsor and Advisor Webinar
August 25, 2020

Clay Kennedy Joins Newport as Regional Director

Newport, a leading provider of retirement plan services, has announced that Clay Kennedy has joined the organization as a Regional Director.

The CARES Act Effect on Retirement Plans 

Plan Sponsor and Advisor Webinar
April 8, 2020

How The CARES Act Impacts Retirement Plans

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed on March 27, includes several provisions intended to loosen restrictions on and reduce the tax consequences of distributions and loans from retirement plans.

The Impact of the Secure Act on Multiple Employer Plans (MEPs)

Many small- and mid-sized employers have faced significant challenges when it comes to offering a retirement plan to their employees. With the passage of the SECURE Act in 2019, Pooled Employer Plans (PEPs), a type of Multiple Employer Plan (MEP), has become a new option for these employers.

Alternatives to Equity Compensation for Private Company Executives

Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.

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