…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…
The Department of Labor (DOL), Internal Revenue Service (IRS) and Pension Benefit Guaranty Corporation (PBGC) have extensive reporting and disclosure requirements for qualified retirement plan officials. These reporting and disclosure requirements serve the important function of educating and supporting participants in their retirement planning journey,…
…we provide insights into what’s involved with nondiscrimination testing and what you need to know: Timing Satisfying the IRS Code Contributing factors for plan testing failure Plan design best practices We will also provide some working examples that will help with the overall planning picture….
…make it easier. Together we will identify important plan features, options and opportunities you may be overlooking. We want to help empower you with custom strategies to optimize your clients’ retirement planning to its fullest. *Disclaimer: This recording is not eligible for Continuing Education Credits…
…group rules, particularly for smaller family-owned businesses, by reforming the family attribution rules for ownership. This provision provides more flexibility and planning opportunities for small business owners. More thoughts and insights will be forthcoming as we delve into the many layers of SECURE Act 2.0….
…financial or tax advisor or other planner or consultant with regard to your own situation or that of any entity which you represent or advise. [1] Employee Benefits Research Institute [2] Alliance for Lifetime Income, Protected Retirement Income and Planning, 2023 [3] U.S. Bureau…