2022 Benefit and Contribution Limits
10 Nov 2021
Startup 401(k) Safe-Harbor Deadline
September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.
03 Aug 2021
5 Reasons to Start a 401(k) Safe Harbor Retirement Plan
03 May 2021
What is a Cash Balance Plan
A Cash Balance Plan is a type of IRS-qualified retirement plan that operates under the rules of a defined benefit plan but gives the appearance of operating more like a 401(k) plan.
15 Mar 2021
Startup a 2020 Cash Balance Plan in 2021
With the SECURE Act legislation, the NEW Cash Balance Start-Up Deadline for a 2020 tax deductible plan is July 31st, 2021 when you request a tax-filing extension.
12 Mar 2021
SEPS, SIMPLES & 401(k)s
Understand the difference between SEPS, SIMPLES and 401(k)s
02 Jul 2020
Your Tennessee Update for Financial Advisors
We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.
15 May 2020
Your Kentucky and Cincinnati Update for Financial Advisors
We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.
16 Apr 2020
Your Indiana Update for Advisors
We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD
CARES Act: The Major Provisions That Affect Your Retirement Plan
What it is, who qualifes, what has changed, and what to do with the CARES Act.
06 Apr 2020
Announcement for Northeast Ohio Advisors
We would like to announce our newest Regional Vice President - Retirement Sales, Andy Bruno, CRPS
02 Aug 2021
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