Chuck Lynch spoke at a financial advisor seminar jointly hosted by RMS and the Principal Financial Group. His topics were “ESOPs – Uncover Hidden Opportunities” and “Benchmarking Fees and Plan Design”.
Let us help design and administer a Retirement Program that meets your needs.
The circular calculation of compensation for an owner can be tricky.
The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart.