Keeping up to date with 401(k) legislation is crucial for business owners and individuals who are planning for retirement. However, the laws and regulations governing 401(k) plans are constantly changing. The SECURE Act 2.0 includes tax credits that are designed to...
What is Profit-sharing? Profit-sharing is a type of defined contribution retirement plan that allows employers to share a pre-tax percentage of their company’s profits with employees. They are popular with business owners because of their flexibility. The...
There’s long since been a coverage gap in the retirement industry, especially when it comes to small businesses. In fact, according to LIMRA, only four in ten small businesses offer any type of retirement benefit to employees. As a result, too many Californians are...
Do you believe that 401(k) plans are only for large businesses? Think again. Today’s top employees want more than just a good paycheck. Offering a retirement plan is a no-brainer for winning the talent war! After all, the days of retiring with a pension and...
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