Retirement Plan Tax Credits and Deductions for Business Owners
The four federal tax credits for starting and running a retirement plan, how SECURE 2.0 changed them, and what a business can deduct.
401(k) Payroll Integration: How It Works and What to Ask Your Provider
Payroll integration is usually sold as a time saver. Its greater value is avoiding the errors that begin in the gap between payroll and recordkeeping.
2026 IRS Contribution Limits for 401(k), IRA, SEP and SIMPLE Plans
The 2026 IRS retirement plan contribution limits, each shown alongside the 2025 figure it replaced, plus what the Roth catch-up requirement changes for employers.
Key Secure 2.0 Provisions in Effect for 2024
2024 is approaching and many provisions from Secure Act 2.0 are going into effect for the New Year. This means we can anticipate significant changes and advancements that will offer new opportunities for businesses and employees.
Increased Eligibility For Long-Term Part-Time Employees
Long-term part-time (LTPT) employment eligibility is a topic that has become increasingly relevant in recent years. Secure Act 2.0 passed a provision that builds on the SECURE Act requirement allowing increased eligibility for long-term part-time workers to participate in employer-sponsored plans.
How Automatic Enrollment Can Level Up Retirement Plans
Automatic enrollment can offer a range of benefits for both employees and employers. By increasing participation rates, improving retirement savings, and simplifying the decision-making process, automatic enrollment can help workers prepare for their future and achieve their long-term financial goals.