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”.
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The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $65,000.
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.