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The SECURE 2.0 Act that passed in late 2023, offers a substantial amount of tax credits for new plans starting in 2023.
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The Pros and Cons of a SIMPLE IRA for Small Businesses
In today's complex financial landscape, small business owners face a myriad of choices when it comes to selecting a retirement plan that not only meets their needs but also supports their employees' future financial security. The Savings Incentive Match Plan for...
How to Protect Your Key Employees: Life and Disability Insurance for Business Owners
The success of a business often hinges on the expertise and dedication of its key employees. These individuals are the backbone of your company, and their absence can lead to significant setbacks. In this blog post, we'll discuss how business owners can protect their...
4 Retirement Plans That Your Employees Will Want to Stay For
Employees are a company's most valuable resource. They are the ones who make things happen, and they deserve to be treated well. A retirement plan is one of the best ways to show your employees that you care about them and creating a plan to incentivize the retention...
Securing A Strong Retirement Act of 2022 (SECURE 2.0)
American workers are set to be the key beneficiaries of the ongoing transformation of retirement savings plans, with small businesses playing a bigger role to make this a reality. On Tuesday, March 29, 2022, the House of Representatives turned up in a big way to pass...
Should You Support Your Employee’s Side Businesses?
As an employer, it may feel difficult to support your employee's side businesses. But first, let’s dive into why it might be beneficial to your business by supporting them. The U.S is recognized for its great economy and hardworking population. Unfortunately, the...
Can Real Estate Investors Have A 401k Plan?
There are several ways to invest in real estate. However, it depends on a few factors if real estate investors can have a 401k plan. While the joys of being a real estate investor are many, so are the stressors. One of the main stressors is that you have to plan for...
What Is A 401k Controlled Group? Here’s Everything You Need to Know.
If you're not sure exactly what is a 401k controlled group, this article will help you determine if you're businesses are in one. In what seems like an ever-shrinking talent pool, being an employer that matches 401k contributions by your employees gives you an easier...
IRS Announces New 401k Contribution Limits For 2022
In the coming year of 2022, employers will look forward to the newly increased 401k contribution limits for their employees. According to the IRS Notice-2021-61, the limits of most defined contributions and defined benefit plans will be increased upwards. This also...
How Does Annual 401(k) Non-Discrimination Testing Work?
A 401(k) plan is a complex business management aspect that most small and medium-sized businesses struggle with. Non-discrimation testing just to mention one. There's a lot to understand, from confusing legal terms to strict regulations that are hard to follow when...