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 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 $66,000.
A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions).
Congratulations Caryn and Greg!
Amber discussed "A Day in the life of a TPA"