by Taylor Brown | Apr 19, 2024 | Pension Pulse
We work with a lot of sole proprietors, and one conversation that we routinely have with these entrepreneurs is answering the question: “What is best for me when it comes to saving for retirement?” As sole proprietors, these business owners are often in an...
by Paul Fennell | Feb 23, 2024 | Pension Pulse
Original Content by: Cameron Dabir, QKA, President of The Pension Source In this post, we will touch on a recent change that SECURE 2.0 made to rules regarding Controlled Groups (specifically Section 315 of SECURE 2.0). Under the tax Code, certain related businesses...
by Paul Fennell | Feb 23, 2024 | Pension Pulse
Original Content by: Cameron Dabir, QKA, President of The Pension Source As part of the SECURE 2.0 Act of 2022 (link), Section 101 expands automatic enrollment in certain qualified retirement plans. Congress’ intent is that even for those employees who are offered a...
Recent Comments