Blog

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...Read More

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...Read More

Making Cents of It All Oh how dimes have changed! With the decline of pensions, crazy inflation, and increased rent and housing costs, the “retirement crisis” in America continues. Makes cents, right? This isn’t news to any of us, and it definitely isn’t to the government. In fact, state and federal governments are trying to...Read More

It’s National Couple Appreciation Month, so let’s take a moment to celebrate some great couples throughout history: Jane and Tarzan, Ross and Rachel, Han Solo and Princess Leia, and EGPS TPA and 3(16) fiduciary services! Catch ya off guard with that last one? This pair may not be iconic, but this dynamic duo makes the...Read More

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