Blog - Retirement Plans



    Retirement Plans

    Legislative Update: New Federal Action on Retirement Plans


    In order to encourage retirement savings, members of the US Senate and House of Representatives have drafted legislation aimed at reforming some aspects of current retirement plan regulations.  This article contains a description of bills that are currently being evaluated.  Read more...


    Retirement Plans

    Two Retirement Plan Options with Potential Benefits for Owners & Key Employees


    Safe Harbor 401(k) and Cash Balance Plans are two options that may allow company owners and key employees to save more for retirement.  Read more...


    Retirement Plans

    New Comparabilty Plans: Add-on Feature Can Help You Save More


    With changes due to Tax Reform, business owners may find that their overall taxes are going down, providing an opportunity to take that windfall and strategically evaluate creative retirement plan designs with tax benefits for saving.  A New Comparability Plan is one potential option to consider.  Read more...