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.
SECURE 2.0 Act: Required Minimum Distributions
SECURE 2.0 increased the maximum tax credit allowed for setting up a new retirement plan. A tax credit is a powerful tool that reduces the amount of taxes you may owe on a dollar-for-dollar basis.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference