The Pension Pulse
Our team of experts stay on top of all the latest regulatory and legislative changes as well as industry trends. Pension Pulse is written by our team to distill these complex topics down to what you need to know without the extra jargon and noise. It’s our way to keep you well informed.
Give the articles a read and let us know if you have questions about how the information may apply to your situation.
Sole Proprietors: Solo 401(k)s vs. SEPs? An Easy Choice
We work with a lot of sole proprietors, and one conversation that we routinely have with these entrepreneurs is answering the question of: “What is best for me when it comes to saving for retirement”?
Navigating SECURE 2.0: How Recent Changes Impact Spouses Owning Separate Businesses
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 must be aggregated when performing the coverage and nondiscrimination tests.
Demystifying SECURE 2.0: Navigating Automatic Enrollment Changes in 401(k) Plans
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 retirement plan through their employer, many do not participate.
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