Aaron Wilson

State retirement mandates are popping up across the country, requiring employers to offer qualified retirement benefits...

Upcoming Deadline: What Are Safe Harbor Retirement Plans?

When designing retirement plans, small and medium-sized businesses often have the option to implement a safe harbor...

The SECURE Act 2.0: Tax information

SECURE Act 2.0 expands upon tax-related provisions established by the original SECURE Act. One of the most talked about...

The SECURE Act 2.0: What Accounting Professionals Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was initially enacted on December 20, 2019....

Human Resources, Tax Preparation

401(k) & SECURE Act 2.0: An Accountant's Guide to Tax Savings

In today's ever-evolving tax landscape, accountants must stay ahead of the curve to provide their clients with the best...

Financial Advisory, Human Resources

How to Educate Clients About the Benefits of 401(k) Plans

Saving for retirement is an important lifelong financial process. Retirement plans like 401(k)s and 403(b)s help...

MyCTsavings: State Retirement Mandates in Connecticut & Beyond

In the state of Connecticut, more than 600,000 private-sector employees have no employer-sponsored retirement savings...

State Retirement Mandates & OregonSaves

As of May 2023, all businesses with three or more employees are affected by OregonSaves legislation. Employers with one...

State Retirement Mandates & Colorado SecureSavings

Payroll

The retirement landscape is changing. As pensions continue to disappear from the private sector and Social Security...