by Taylor Brown | Nov 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs Earlier this year, the IRS issued guidance via Private Letter Ruling 202434006, which highlights significant flexibility for employers in structuring its benefit plans. The ruling paves the way for employers to offer tailored...
by Taylor Brown | Oct 17, 2024 | Pension Pulse
Cash balance plans are becoming increasingly popular for higher income small-to-medium sized business owners. We recently published our cash balance primer (link) which goes into detail on the plan type. However, one topic we are frequently asked by plan sponsors and...
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