Blog

Cash balance and defined benefit plans can be a huge opportunity, offering several golden nuggets for business owners and their employees. These plans midas well be famous for allowing employers to save significantly more and providing major tax benefits. Yet, they are complex and subject to numerous regulations from the DOL and IRS. Therefore, trying...
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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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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...
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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...
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