Proposed Expansion of the SECURE Act and What it Means for Retirement
On March 29th, 2022, a proposed expansion of the Setting Every Community Up for Retirement…
A Small Business Owner’s Guide to CalSavers
A Small Business Owner’s Guide to CalSavers Answering your top questions about California’s retirement savings…
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Selling 401(k) Plans to Your Business Owner Clients
As a financial advisor, you maintain a laser focus on helping your clients build and…
401(k) Hardship Withdrawal Rules 2022
The CARES Act of 2020 allowed up to $100,000 in early hardship withdrawal distributions from…
What Is the Maximum 401(k) Contribution for 2022 High Earners?
If you are considered a Highly Compensated Employee (HCE) in 2022, your maximum 401(k) contribution…
2022 401(k) Catch Up Contribution Rules
If you’re turning 50 years old in 2022, you can put an additional $6,500 into…
What Are the 401(k) Deadlines for an Employer’s Plan Sponsor in 2022?
Every month holds important deadlines for employers offering small business 401(k)s. Fortunately, plan administrators at…
What Are the Safe Harbor Plan Rules for 2022?
See what rule changes are in place for small business Safe Harbor 401(k) plans for…
How Much Do Companies Typically Match on 401(k)
Looking for the update on company match rates for 2023? Visit How Much Do Companies…
2022 Solo 401(k) Contribution Deadline
Even though 2022 has already begun, it’s not too late to set up and make…
401(k) Safe Harbor Contribution Limits for 2022
The IRS is increasing the maximum individual 401(k) contribution limit by $1,000 – from $19,500…
