Jul 13, 2022 | Legislation
Whether you realize it or not, Congress often passes laws that impact your retirement plan. Recently, changes have been proposed to standing law that will impact how you manage your retirement plan(s) and remain in compliance. Be on the lookout for these changes and...
May 27, 2022 | Uncategorized
4 Reasons You Need a TPA As your company juggles an array of issues from the core of the business to workers’ compensation, benefits, retirement packages, and much more, you need an advocate who can take one of these heavy (and complex) responsibilities off your...
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...
May 20, 2021 | Cash Balance Plans
If you are a business owner or receive self-employment income as an independent contractor, you may be able to eliminate current taxes on a significant portion of your income and accumulate greater wealth for yourself and your family. Unlike certain, more traditional...
Apr 9, 2021 | 401k Plans, 403b Plans
SummaryBefore implementing a new retirement plan, nonprofits should work with a retirement plan professional who can help the organization navigate these questions. Doing so will help the nonprofit determine if the 401(k) or 403(b) plan is right for them. The above...
Aug 26, 2020 | Legislation
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into federal law. This is the most sweeping legislation affecting retirement plans since the Pension Protection Act passed in 2006. The FAQ below provides general...
Apr 5, 2020 | Legislation
We are all being impacted by the COVID-19 pandemic in one way or another, but many are already feeling the financial burdens associated with it. The CARES Act (Coronavirus Aid, Relief and Economic Security Act), signed into law on March 27, 2020, includes several...
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....
Mar 2, 2019 | Cash Balance Plans
Click above to see how much your company could benefit from a Cash Balance Plan. For sole proprietors, the top priority typically is winning new business while delivering great value to current customers. That daily “balancing act” can take so much of your...
