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401(k) Red Flags

For small businesses, choosing the right retirement plan can be tricky. It’s important to balance what is best for the...

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SIMPLE IRA vs. 401(k): Evaluating retirement options for your clients

Both SIMPLE IRA and traditional 401(k) plans help businesses offer retirement benefits to their employees, but which is...

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State Mandated Retirement Plans: What You Need to Know

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

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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...

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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...

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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....

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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...

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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...

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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...

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State Retirement Mandates & OregonSaves

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

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