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
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
At EGPS, our greatest asset is our people, and we want to be a place they can flourish in their retirement career. We have an amazing team of retirement plan professionals, from Enrolled Actuaries to ERISA compliance experts to analytics gurus to administrative whizzes and more. Our people have a passion for problem solving and...Read More
Depending on your age, Step by Step by New Kids on the Block might be stuck in your head right now. Or maybe your mind went to the 90s sitcom on ABC. Our mind went where it always is: retirement. Helping Americans save, step by step, and finding the best solutions for participants and business...Read More
The case of the real estate broker and lasting success with a cash balance plan Plan Sponsor Scenario The owner of a family real estate business was nervous to set up a cash balance plan due to the high, consistent profit patterns required and fear of the future unknowns. He was unsure about the large...Read More
Making tedious retirement tasks vanish with 3(16) fiduciary services For some reason, the circus has always freaked me out. Maybe it’s the wide variety of spooky movies featuring circus characters. Maybe it’s my fear of heights (please don’t die, tight-rope walker) or how hot and stuffy the circus tents always felt to me. And don’t...Read More
If you’re located on the east or west coast, you might be familiar with the retirement plan experts we interview in this blog post. Meet Tali Vaughn and Laura Grassi, some of our amazing Regional Vice Presidents on our Sales Team. In our conversation below, these ladies talk about common mistakes and misconceptions they see...Read More
Don’t let the ship of generous perks sail without your clients on board What is so safe about a “Safe Harbor” 401(k) plan? They’re among the most popular types of 401(k) plans with an employer match (an incentive given to those who actively participate) or nonelective (meaning the participant merely needs to meet eligibility requirements...Read More
