Retirement Plan

Overview of Provisions of the SECURE Act Affecting Plan Sponsors

Congress recently passed-and the President signed into law-the SECURE Act, landmark legislation that affects the rules for creating and maintaining employer-provided retirement plans. Whether you currently offer your employees a retirement plan (or are planning to do so), you should [...]

By |2020-01-17T22:00:59-05:00January 17th, 2020|Categories: Audit, Blog|Tags: , |0 Comments

The Key to Retirement Security is Picking the Right Plan for your Business

If you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan for yourself and any employees. Several types of plans are eligible for tax advantages. 401(k) plan One [...]

By |2019-10-16T17:11:46-04:00September 3rd, 2019|Categories: Blog, Small Business Services, Tax|Tags: |0 Comments

There’s Still Time for Small Business Owners to Set Up a SEP Retirement Plan for Last Year

If you own a business and don’t have a tax-advantaged retirement plan, it’s not too late to establish one and reduce your 2018 tax bill. A Simplified Employee Pension (SEP) can still be set up for 2018, and you [...]

By |2019-10-29T18:42:11-04:00March 11th, 2019|Categories: Audit, Blog, Tax, Uncategorized|Tags: |0 Comments