Plan year 2018 deadlines for calendar year retirement plans
January 31, 2018 Deadline for mailing IRS Forms 1099-R to plan participants February 28, 2018 Deadline for mailing IRS Forms 1099-R to... Read More
3 Qualified Retirement Plan Ideas for Business Owners
The New Year is just around the corner. This is the time of year when business owners have a better sense of... Read More
Own a business? Here is why you should choose a 401(k) over a SEP.
The employer contributions are limited to 25% of plan compensation in both 401(k) Plans and SEPs. In a 401(k) Plan however, you... Read More
IRS Releases 2018 Limits on Benefits and Contributions
The IRS recently released the limitations on benefits and contributions under qualified retirement plans. Below is a summary of the 2018 IRS... Read More
Deadline to implement a new Safe Harbor 401(k) Plan for 2017 is October 1
There are two ways for a 401(k) Plan to achieve Safe Harbor status. Employers make a 3% nonelective contribution for all eligible... Read More
Try This Tax Strategy to Maximize Your Retirement Savings
With enough planning in place, you can retire comfortably–or early, even. Here are three highlights from Kathy Kristoff’s “How to Play Catch-Up”... Read More
IRS Releases 2017 Limits on Benefits and Compensation
The IRS recently released IRS Notice 2016-62 containing the limitations on benefits and compensation under qualified retirement plans. You can access a summary... Read More
Deadline to implement a new Safe Harbor 401(k) Plan for 2016 is October 1st.
There are two ways for a 401(k) Plan to achieve Safe Harbor status. Employers make a 3% nonelective contribution for all eligible... Read More
Is a Cash Balance Plan right for you and your business?
It’s tax time again. Maybe you’ve already filed your taxes and you’re looking forward to receiving your refund. Or maybe you know... Read More