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Years ago, employers could exclude part-time employees — those who work less than 1,000 hours per year in the business — from participating in 401(k) plans....
Midyear Tax Planning for Small Businesses and Owners
Jul 18, 2023Summer isn’t just for barbecues and baseball. It’s also a good time to think about ways to cut your 2023 business tax bill. Here are four planning i...
New SECURE 2.0 Act Boosts 401(k) Benefits
Apr 25, 2023The 401(k) plan is the most popular employer-sponsored retirement plan in the United States. As of September 30, 2022, more than $6.3 trillion in assets were he...
Do You Know How SECURE 2.0 Will Affect Your Manufacturing Company?
Mar 16, 2023The SECURE 2.0 Act, enacted at the end of 2022, expands on the retirement plan improvements made by the Setting Every Community Up for Retirement Enhancement Ac...
Key SECURE 2.0 Provisions for Employers
Feb 10, 2023The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) includes important changes that will affect employer-sponsored retirement plans a...
Tax Consequences of Borrowing From a Retirement Plan
Feb 03, 2023If your company has a qualified retirement plan or you have set one up in self-employment — such as a 401(k), profit-sharing, or Keogh plan — the pa...
What Does SECURE 2.0 Mean for 403(b) Plans?
Feb 03, 2023The SECURE Act 2.0, a follow-up to the SECURE Act of 2019, was enacted in the waning days of 2022. This new law introduces sweeping changes for qualified retire...
A Dozen Ways the SECURE 2.0 Law Helps Individuals and Employees
Jan 04, 2023In the waning hours of the 117th Congress, a large government funding bill was passed that includes many provisions that will help Americans save more for retir...
Succession Planning Considerations for Construction Business Owners
Dec 14, 2022Construction company owners are great at completing projects, but many struggle to properly build a succession plan. Even if your retirement is decades away, it...
Social Security Wage Base and Earnings Test Amounts Increase in 2023
Oct 27, 2022The Social Security Administration (SSA) recently announced that the “wage base” for computing Social Security tax will increase for 2023 to $160,20...
