Understanding New Plan Tax Credits: Even More Reasons to Start a 401(k) Plan
The federal government has made starting a new 401(k) plan even sweeter in 2023. If you are a “small” business owner who does not currently offer a workplace retirement plan now is the time to consider one. For businesses with 50 or fewer employees. Section 102 of the SECURE Act 2.0 of 2022 (SECURE 2.0) […]
Key Takeaways from SECURE Act 2.0
Key Takeaways From SECURE Act 2.0 Download the document now
SECURE 2.0 – The Legislative Gift That Will Enhance Retirement Savings For Years To Come
SECURE 2.0 – The Legislative Gift That Will Enhance Retirement Savings for Years to Come Download this document now
Plan Suitability Quiz
Practical and tactical actions for small business owners. Download the quiz now
Buzzing About Employee Wellness
Businesses are Buzzing About Employee Financial Wellness In the last four years, the percentage of plans that offer a comprehensive financial wellness program has grown from 16% to 23%. What are the most common employee concerns addressed by financial wellness programs?[1] Getting spending under control (41%) Preparing for retirement (39%) Paying off debt (31%) […]
Keep More of What You Earn
Keep More of What You Earn by Adopting an Ideal Retirement Plan As a small business owner, there are many plan design options available to help you achieve personal and corporate retirement planning goals. Plan designs range from straight-forward IRA-based arrangements like simplified employee pension (SEP) or savings incentive match plans for employees (SIMPLE) […]
Five Reasons to Start a 401(k) Plan
Did You Know That Small Business Drives Over 95% Of The U.S. Economy And Employs Over 60% Of The Workforce, Yet Less Than Half Offer Their Employees A Retirement Plan?¹ These five simple reasons are why your organization should take action against this crisis: Now is the time. Thanks to the SECURE Act 2.0 of […]
4 Best Practices 4 Starting a 401(k)
By starting a new retirement plan, you have the unique opportunity to start from strength, without legacy headaches and challenges. We have learned a lot since the first 401(k) was introduced nearly 50 years ago
