Connie Lee

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Connie Lee

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Small Business

401(k) Plans

Legislation

Small Business Retirement Plan Tax Credits and Savings: The Complete SECURE 2.0 Guide

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Solo 401(k)

401(k) Plans

What Retirement Plans & Options are Available if You're Self-Employed?

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401(k) Plans

Safe Harbor

Small Business

Safe Harbor 401(k) Plan: 2025 Trends to Know

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Retirement Plans

A retirement plan for your employees that also benefits your company taxes

Safe Harbor 401(k)

A plan design that maximizes contributions while satisfying nondiscrimination testing requirements

Solo 401(k)

A retirement plan for your employees that also benefits your company taxes

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