Resources

An essential resource for any business owner who wants to ensure a financially secure future and grow wealth for themselves and their employees

Your Guide to Safe Harbor 401(k)

Your Guide to Safe Harbor 401(k)

Explore the ins and outs of Safe Harbor 401(k) plans: their benefits, requirements, and how they can offer businesses an effective solution to compliance tests. Ensure your retirement plan works for both your business or nonprofit organization.

How much should I save for retirement?

How much should I save for retirement?

Planning for retirement but unsure about how much you should save? Whether you're just starting your career or approaching retirement, we explore various factors such as age, income, lifestyle expectations, and existing savings. Discover tailored strategies to help you create a financial roadmap that ensures a comfortable and secure retirement. Start your journey to a worry-free retirement today by understanding the savings that work best for you!

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States With Retirement Plan Mandates: Which States Have Them and What Do They Involve?

Are you aware of the various retirement plan mandates across the United States? These essential regulations can have a significant impact on employers and employees alike. In this comprehensive guide, we explore the diverse landscape of state-mandated retirement plans, breaking down the requirements and intricacies of each state's legislation.

The benefits of being a women-owned business

The benefits of being a women-owned business

There are many benefits to running a women-owned business, from financial support to training and education. No wonder the number of female entrepreneurs is soaring. Find out what the main benefits are for you, as a business owner.

Tax credits for small employer retirement plans

Tax credits for small employer retirement plans

Did you know there are tax benefits available for businesses that offer a retirement plan? Three tax credits in particular are designed to help your business adopt a retirement savings plan for your employees. Find out more ..

5 Reasons Franchises Are Attractive to Business Owners

5 Reasons Franchises Are Attractive to Business Owners

Franchises have become a popular pathway for many aspiring business owners, offering a blend of entrepreneurial independence and a proven business model. But what makes them so appealing? Let's find out ...

What is CalSavers

What is CalSavers?

Explore the fundamentals of CalSavers, California's state-sponsored retirement savings program for private-sector workers. Learn about eligibility, contribution limits, and the registration process. Enhance your retirement readiness with our detailed guide on CalSavers.

Benefits of the SECURE 2.0 Act

Exploring the Benefits of the SECURE 2.0 Act

Discover how the SECURE 2.0 Act can benefit your retirement planning strategy. Stay updated with this significant legislative update and leverage its advantages for a secure retirement.

How to Choose the Right Retirement Plan for Your Small Business

How to Choose the Right Retirement Plan for Your Small Business

Navigate the complexities of choosing the right retirement plan for your small business. Understand options like 401(k), Safe Harbor 401(k), and IRA, their benefits, costs, and employee impacts. Make informed decisions for your business's future.

What are the Business Benefits of Setting Up a Safe Harbor 401(k) Plan

What are the Business Benefits of Setting Up a Safe Harbor 401(k) Plan?

Safe Harbor 401(k) plans can be an excellent choice for small business owners who want to offer a great retirement benefit without the hassle of setting up a traditional 401(k) plan. Find out what are the main benefits of a Safe Harbor 401(k) plan.

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