Blog - 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...
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...
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...