Problems with PEPs

The Hidden Dangers of PEP Retirement Plans

While some business owners may realize some distinct advantages of joining a PEP versus implementing their own 401(k) plan, there are some downsides to going this route.

roth employer contributions

New Roth Employer Contributions Law

Recently, the IRS made some important changes to how Roth IRAs can be funded that we want you to know about.

secure 2.0

SECURE 2.0: The Highlights You Need to Know

We'll highlight what changes are immediately effective, what is on its way, and the future landscape we can expect from the recent SECURE 2.0 Act.

safe harbor 401k

Why a Safe Harbor 401(k) Plan?

When it comes to selecting a 401(k) plan, you may not know where to start. You may be confused by the options, and do not know what questions to ask.

syndicate 401k for chamber of commerce

Why a 401(k) Syndicate is the Best Option for a Ch...

The traditional offering for a retirement benefit plan for a chamber of commerce is to sponsor a MEP. But the MEP is simply the wrong fit for this type of organization.

alternative to MEP PEP

The Future of Retirement and the 401(k) Syndicate

Many Americans tend to think that a 401(k) plan is an auxiliary benefit, much like taking vitamins to stay healthy. Regardless, the 401(k) is the primary retirement vehicle in the United States today.