A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
What are the differences and which is right for your company? Learn More >
Why might an employer decide to switch from a SEP to 401(k)? This article describes the enhanced plan features available in a 401(k) plan. Learn More >
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.