It may be deemed that there has been a partial plan termination if more than 20% of the plan’s participants are terminated. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Cash balance plans offer high contribution limits and flexibility.
The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $80,500.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).