by Taylor Brown | Oct 17, 2024 | Uncategorized
It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common year-end notices for retirement plans and...
by Taylor Brown | Sep 27, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common...
by Taylor Brown | Jul 18, 2024 | Pension Pulse
One of the most frequently asked questions we receive is whether we can create a “mega backdoor Roth” inside a client’s 401(k) plan. While a lot of inquirers believe this is one simple box to check inside a plan, it in fact involves several steps and provisions that...
by Taylor Brown | Apr 19, 2024 | Pension Pulse
We work with a lot of sole proprietors, and one conversation that we routinely have with these entrepreneurs is answering the question: “What is best for me when it comes to saving for retirement?” As sole proprietors, these business owners are often in an...
by Taylor Brown | Apr 19, 2024 | Uncategorized
Though there’s certainly nothing to rival SECURE 2.0,there are a number of retirement-related bills winding their way through Congress. Technical Corrections for SECURE 2.0 The only bill likely to pass this year is a bill to make several corrections to provisions of...
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