Retirement Savings Calculator

This worksheet helps you determine what percent of pay to save for retirement. Learn More >

The Saver's Credit - 2024

The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500. Learn More >

Cash Balance Plans Explained - 2024

Cash balance plans offer high contribution limits and flexibility. Learn More >

4 Small Employer Plan Credits

Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2024

What are the differences and which is right for your company? Learn More >

Comparing 7 Defined Contribution Plan Designs - 2024

When designing a defined contribution plan, it is important to understand how the various types compare. Learn More >

The SIMPLE IRA Plan - 2024

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

The Simplified Employee Pension (SEP) - 2024

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

401(k) Safe Harbor Rules - 2024

A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option. Learn More >

SECURE 2.0 Guidance

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

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