(602) 864-1012

Author Archives: admin

Arizona Small Business Retirement Statistics 2026: Where the State Mandate Stands, Local Adoption Rates & What Phoenix Employers Need to Know

| August 6, 2026

Small business owners across the Valley are hearing more about state retirement mandates, automatic enrollment programs, and employee expectations around workplace benefits. If you own a business in Phoenix, understanding what Arizona requires today and what could change in the future can help you make informed decisions before compliance or recruiting challenges arise. Quick Answer […]

Read More

Why a Cash Balance Plan Might Not Be Right for Your Small Business

| June 6, 2026

Cash Balance vs. Traditional Defined Benefit Plans: Choosing the Right Tool for Your Small Business When small business owners start exploring advanced retirement strategies, cash balance plans tend to dominate the conversation. They are newer, they get a lot of attention from financial media, and they have become almost synonymous with high-end tax planning. But […]

Read More

The Strategic Partnership: Why CPAs Need a TPA for Complex Client Portfolios

| May 15, 2026

For CPAs managing high-net-worth individuals, business owners, and growing enterprises, retirement plan complexity has never been greater. The intersection of tax strategy, ERISA compliance, and long-term financial planning creates a landscape where even the most seasoned accounting professionals benefit from specialized support. A TPA for CPAs is not a luxury; it is increasingly a necessity. […]

Read More

Beyond the 401(k): Leveraging Cash Balance Plans for High-Net-Worth Clients

| May 15, 2026

For high-income professionals and business owners, the traditional 401(k) has long served as the default retirement savings vehicle. But when annual contribution limits cap out around $70,000 (including employer contributions), those limits can feel like a ceiling rather than a floor. For clients looking to accelerate tax-deferred savings, reduce taxable income dramatically, and build meaningful […]

Read More