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Simplifying Retirement

Setting up retirement plans can seem complex and intimidating. Follow along with us as we simplify the process, define terminology, reiterate important deadlines, and find solutions in an easy to understand method.

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What Is the Definition of a Highly Compensated Employee?

Determining if you have highly compensated employees (HCEs) isn't hard.  The Internal Revenue Service (IRS) is clear on who qualifies as an HCE.  An HCE is an individual who: Owned more than 5% interest in the business during the current or preceding tax year.Received...

Have You Considered a Simple or Payroll Deduction IRA?

You'd like to offer some type of retirement plan.  You've looked at several options including a 401(k) plan.  You just aren't sure which option to choose. Have you considered a payroll deduction IRA or a Simple IRA? Payroll Deduction IRA This IRA is the...

3 Steps to a 401K for Your Small Business

Small business owners may think that a 401(k) retirement plan is too complex to implement and too costly to maintain.  But offering a retirement plan is crucial to attracting and retaining employees. Nearly 51% of employees joined their current company because of the...

Why Your Start-Up Needs a 401K Plan

Most business startups are focused on selling their products or services.  That's understandable.  If you're not selling, you're not generating revenue, and without reliable cash flow, your company struggles to survive.   But not too long after...

3 Steps to a 401K for Your Small Business

Small business owners may think that a 401(k) retirement plan is too complex to implement and too costly to maintain.  But offering a retirement plan is crucial to attracting and retaining employees. Nearly 51% of employees joined their current company because of the...

read more

Why Your Start-Up Needs a 401K Plan

Most business startups are focused on selling their products or services.  That's understandable.  If you're not selling, you're not generating revenue, and without reliable cash flow, your company struggles to survive.   But not too long after...

read more

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