Blog

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

It’s the month of luck: bring on the green beer, blarney stones, and pots of gold. But if you’re having a hard time finding a four-leaf clover, we’ve got the next best thing: the ingredients for making your own luck! We’ve asked a few of our best and brightest to provide the top three pieces...Read More

No, that’s not a typo. 2022. As you’re sticking to your 2023 goals and resolutions, it’s always good to reflect back on 2022. If you are anything like us, there’s probably a few things you wish you had done a little differently. Whether you wish you’d eaten a little healthier, didn’t have quite as many...Read More

Quiz Which type of fiduciary manages plan administrative tasks/compliance? A. 3(21) fiduciary B. 3(38) fiduciary C. 3(16) fiduciary D. None of the above Sorry, that’s incorrect. Try again! Thats Correct! Learn more about this type of fiduciary and why it is important here.TRUE OR FALSE: Employers can still reduce 2022 taxes in 2023 by establishing...Read More

The snow is falling (maybe… depending on where you live), holiday tunes (whichever holidays you might ascribe to at this time of year) are playing softly, and the smell of cookies is wafting through the air. Ahhhh December: the coziest (in my opinion) month of the year. It’s also, appropriately, National Cookie Cutter Month. And...Read More