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401(k) Tax Incentives for Small Businesses
The tax benefits of a 401(k) plan can be substantial. A basic understanding can help a small business owner take full advantage with the help of their accountant.
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Deadlines for 401(k) Adoption – Including SECURE 2.0 Changes
The SECURE Act made it easier for businesses to adopt a new 401(k) plan or add a safe harbor feature to an existing plan by extending the deadlines to do so.
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How to Replace a SIMPLE IRA with a 401(k) - SECURE 2.0 Update
SECURE 2.0 allows employers to terminate a SIMPLE IRA mid-year by replacing the plan with a safe harbor 401(k) plan. Our checklist can make the job easy.
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403(b) or 401(k): Which is Best for a Tax-Exempt Organization?
Tax exempts can help their employees save for retirement with a 403(b) or 401(k) plan. Understanding how these plans compare can make the best choice easy.
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Small Business 401(k) Tax Credits – SECURE 2.0 Updates
Discover three small business 401(k) tax credits that can help lower the out-of-pocket cost of starting a small business retirement plan. Plus, read the latest changes due to SECURE 2.0.
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Is Your 401(k) About to Lose Solo Status? Here’s How to Prepare
Preparing a small business 401(k) plan to lose its solo status is not complicated. Here’s what you need to know to smoothly transition your plan.
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401(k) Enrollment: Is a Meeting or E-Delivery Best For Your Small Business 401(k) Plan?
New technology and investments are making 401k investment decisions simple for 401k participants and 401k enrollment easy for small business sponsors.
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The Myth of the 15 Minute 401(k) Plan Setup
The consequences of a poorly-designed or misunderstood 401(k) plan are great. Small businesses should take more than 15 minutes to setup a new 401(k) plan.
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Setting Up A 401(k) Plan: The Cliff Notes
Many plan sponsors can sometimes be overwhelmed by the idea of setting up a 401k plan and its responsibilities. A high level review of what is required and setting a budget can help set plan sponsors up with realistic expectations and ease fears about 401k plan set-up.
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