Lifetime Income Disclosure: What It Means for You – Part 2
In the first installment of our series on Lifetime Income Disclosure, published on August 30, 2022, we told you that the SECURE Act included three provisions
Tick Tock! Tick Tock! Adopt a Safe Harbor 401(k) Plan by September 30th or Wait Until 2023
401(k) plans are the most popular retirement plan in the U.S. today. They enable employees and business owners to save money toward their retirement on a
2022 RMC Open Sponsors
We are hosting the 7th Annual RMC Open on Saturday, October 1, 2022, at Moorings Country Club in Naples. This charity golf tournament is to benefit Cancer
Retirement Plans
Lifetime Income Disclosure: What It Means for You – Part 1
The big push for defined contribution plans, such as 401(k)s, is designed to encourage employees to save as much as possible while they are working so they
Retirement Plans
Qualified Retirement Plans and Missed Deadlines
On May 23, 2022, the IRS issued an Employee Plans Newsletter that appears to soften the consequences when an employer misses a deadline for restating its
Putting Retirement Strategies to Work: Is Your Client Doing a 401(k)? – Part II
Small business owners often don’t have a retirement plan – for their employees or, more importantly, for themselves. Often, they are too busy running their