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Helping businesses choose the right retirement plan,
with the right features, run the right way, since 1982.

Latest News

News
November 23, 2020

Federal Tax Credits Possible For Small Employer’s Retirement Plan

For many years, Federal tax law has provided an incentive to small employers (i.e., generally up to 100 employees) to establish a tax-qualified retirement plan, such as a 401k Plan.…
News
November 3, 2020

Some – Not All – 401k Plan Dollar Limits Increased for 2021

The IRS recently announced the annual update of the retirement plan limits, adjusted for “cost of living”. The new limits are in effect beginning in 2021. Most significantly, the maximum…
News
September 14, 2020

Federal Tax Credit Available For A Small Business That Adds — Or Maybe Added — 401k Plan Auto-Enrollment

Automatic enrollment is a 401k plan feature whereby employees who do not voluntarily elect to contribute, or do not opt-out, will automatically have contributions deducted from pay at a predetermined…

Helping businesses choose the right retirement plan,
with the right features, run the right way, since 1982.

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