Archive for August 2021
Cycle 3 401(k) Deadline quickly approaching
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves, there is an opportunity for…
Read MoreDo You Want to Be Taxed Now or Later?
Are you getting the most bang for your buck? When choosing to invest your hard-earned dollars into a Traditional or Roth 401(k), there are a couple of big factors to…
Read MoreWhat’s the buzz about PEP, MEPs and SEPs?
Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. The three plan types are 401(k) cousins[1]…
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