Blog

Thursday, January 26, 2023

For nearly 20 years I’ve had a front-row seat to Cash Balance Plans from both the plan administration and Investment Advisor side. I’ve seen how compelling these plans can be in generating sizable tax deductions and...

 

Thursday, January 26, 2023

Welcome back to Part 2 (of 3) of our series on 10 Things Every Cash Balance Plan Sponsor Should Know. Cash Balance Plans are one of the most advantageous yet overlooked retirement plans available. The four main reasons for this are (1)...

 

Thursday, January 5, 2023

Summary of provisionsOn December 29, 2022, President Biden signed into law the 2023 Consolidated Appropriations Act (CAA), a $1.7trillion omnibus spending bill passed by Congress on December 22 and 23. CAA includes numerous...