Industry Insights

Discover the Ideal Cash Balance Plans

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.

The Ideal Cash Balance Plan for All Industries

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.

Startup a 2022 Cash Balance or Profit Sharing Plan in 2023

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.

SECURE 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings

Celebrating Years of Service

Defined Benefit Lump Sum

2023 Benefit and Contribution Limits

Reminder:

Startup 401(k) Safe-Harbor Deadline

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.

5 Reasons to Start a 401(k) Safe Harbor Retirement Plan

SEPS, SIMPLES & 401(k)s

Understand the difference between SEPS, SIMPLES and 401(k)s

Learning Center

View all posts