Is your 401(k) plan leaving money on the table? Learn how a Safe Harbor 401(k) can supercharge your retirement savings and give your business a competitive edge before the October 1st deadline!
Are you maximizing retirement security for your clients? Learn how to expertly navigate ERISA standards and select guaranteed income providers that can transform retirement outcomes for plan participants.
Unlock the secret to a worry-free retirement: guaranteed income streams! Discover four powerful strategies to help your clients secure financial stability for 30 years or more, even as lifespans continue to increase.
Employers may now consider retroactively adopting a tax-qualified retirement plan such as a profit sharing plan, cash balance plan, or traditional defined benefit plan, for the purpose of making tax deductible employer contributions before their extended corporate tax filing deadline.
Elevate your retirement planning expertise and deliver unparalleled value to your clients! Discover four essential guaranteed income strategies that can help your clients secure financial stability for 30+ years, even as lifespans continue to increase.
Seize the opportunity to upgrade your clients’ retirement plans mid-year! Learn how SECURE 2.0 allows for seamless transitions from SIMPLE IRAs to Safe Harbor 401(k)s, offering enhanced benefits and flexibility for growing businesses.
Empower your clients with expert knowledge on the SECURE Act’s Long-Term Part-Time Employee provisions. Learn how to leverage our comprehensive resources to streamline 401(k) compliance and enhance your value proposition as a trusted advisor.
The IRS has released the retirement plan contribution limits for 2024.. read more!
Time is a precious resource when managing a business and running accurate payroll can be time consuming and complex. Payroll Integrations and aggregators can automate a plans payroll experience between the Plan Sponsor, Recordkeeper and TPA.
Thanks to new regulations, for reporting purposes, the inclusion of eligible but non-participating employees will no longer be the methodology used when determining the number of participants– only participants and beneficiaries with account balances will be considered.
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