Jan 1, 2025 | 401k Plans, Choosing a Retirement Plan
In Part 1, we talked about how a SEP plan can work nicely for an owner of a business with no employees. But what is the right plan for a company with employees? Usually the best place to start is finding out the answer to this question: Why does the business want to...
Jan 1, 2025 | Choosing a Retirement Plan, SEP (Simplified Employee Pension)
Seems like this should be an easy question to answer, but there are so many options and so many objectives that figuring out the best retirement plan for your business takes a little work! In our first post of our “Keeping It Short & Simple” series, we...
May 12, 2022 | Choosing a Retirement Plan
TPA vs Bundled: Pros and Cons of Managing Your Retirement Plan As an employer, you are tasked with providing your team with excellent benefits that both retain talent and offer real value. Retirement plans have always been an attractive employee benefit, but they have...
Jun 24, 2019 | Choosing a Retirement Plan, Roth IRA
For decades, businesses have been offering various types of retirement plans to help their employees save for retirement. These retirement plans follow federal laws and allow the business to take advantage of available tax deductions by rewarding their employees....
