May 2023
Sticky Post
The scenario: helping others while searching for a retirement plan solution My husband opened a medical practice in Orange County in California in 2022. After spending so many years studying and training, we were so happy to have opened up a business that we take care of together.Naturally, one of the biggest concerns as a...
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Unpacking the acronym and new retirement plan legislation “What we need are some more retirement plan acronyms” – said no one ever. BUT, they’re here to stay, because long-term part-time (LTPT) employees is a mouthful. So, why is this acronym popping up now and why are we talking about LTPT employees? The SECURE Act and...
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