The SECURE Act sprung on the scene in late 2019 and gave tax credits a new hero available to help defray plan start-up costs beginning in 2020. The long-anticipated sequel, SECURE 2.0, released in December 2022, recast this favorite A-lister, and kicked her up a notch. Wham, pow! Tax Credit starts saving small businesses even...Read More

Fun Fact: Did you know that two, possibly three, government agencies oversee employer-sponsored retirement plans?  Furthermore, multiple committees in both houses of congress get involved when drafting bills and legislation that impact retirement plans. Retirement plans are both a tax benefit and employee benefit, which means that the rule book continues to be written and...Read More