Industry Insights

With the SECURE Act legislation, the NEW Cash Balance Start-Up Deadline for a 2020 tax deductible plan is July 31st, 2021 when you request a tax-filing extension.

We are thrilled to announce and recognize our employees who have made significant contributions to the company.

A Cash Balance Plan is a type of IRS-qualified retirement plan that operates under the rules of a defined benefit plan but gives the appearance of operating more like a 401(k) plan.

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.