2020 was an unusually busy year … and not just for the most obvious reasons. Legislatively, the retirement savings industry was faced first with the Setting Every Community Up for Retirement Enhancement (SECURE) Act – actually signed into law on Dec. 20, 2019 — the…
…more than $150,000 annually to a Cash Balance plan. A 60-year-old can contribute more than $260,000. The actual amount depends on your income and age. You can also pair a Cash Balance plan with a traditional 401(k) to reward key executives and provide even more…
On July 27, 2020 the Senate Republicans rolled out their Health, Economic Assistance, Liability Protection and Schools (HEALS) Act, which would be another $1 trillion relief package for a nation still reeling from the COVID-19 pandemic. What does it do for retirement policy? Not much,…
…National Association of Plan Advisors (NAPA), and Plan Sponsor Council of America (PSCA), along with the ERISA Industry Committee (ERIC), are among those to voice support for S.B. 1870. ARA Executive Director/CEO Brian Graff said the act “smartly leverages the existing workplace-based retirement plan system…
…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…
…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…
SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements…