To support recovery efforts after Hurricane Helene, the federal government has rolled out tax relief measures for all of Alabama, Georgia, North Carolina, South Carolina, and certain counties in Florida, Tennessee and Virginia.
To support recovery efforts after Hurricane Helene, the federal government has rolled out tax relief measures for all of Alabama, Georgia, North Carolina, South Carolina, and certain counties in Florida, Tennessee and Virginia.
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.
The IRS has released the retirement plan contribution limits for 2024.. read more!
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.
Your retirement plan questions answered, in plain English, by an expert. Use the form below to ask our retirement plan experts your question.
Client service focused, technology driven.
©2022 My Benefits, LLC
Website by HLJ Creative
Proud to be a paperless company