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What Makes a Plan Qualified?

…include in a plan. In addition the course illustrates the various types and features of qualified plans including employer eligibility, plan establishment, contributions/benefits, and vesting. The course also demonstrates the maximum contribution limits available for the various types of qualified plans. *Disclaimer: This recording is…

SECURE 2.0 – The Top Five Provisions Plan Sponsors Ask About

…indexed for inflation and applies to prior year compensation paid by the employer sponsoring the plan. That threshold is based on FICA wages. Consequently, individuals with no FICA wages (e.g., sole proprietors and partners) could continue to make pre-tax catch-up contributions regardless of their earned…

What Makes a Plan Qualified?

…include in a plan. In addition the course illustrates the various types and features of qualified plans including employer eligibility, plan establishment, contributions/benefits, and vesting. The course also demonstrates the maximum contribution limits available for the various types of qualified plans. *Disclaimer: This recording is…