When it comes to securing a stable and prosperous future, business owners in Phoenix have a variety of options for planning their retirement. However, one of the most intelligent choices is opting for Exe(k)utive retirement plans, which offer robust financial benefits and a more tailored approach than traditional retirement solutions. These plans are designed to […]
When running a business, planning for the future is essential—not just for the success of your company, but for the well-being of your employees. One of the key factors in securing the future of your business and providing benefits to your team is offering a solid pension plan. However, with so many options available, it […]
The Secure Act 2.0, signed into law in December 2022, represents a significant update to retirement plan regulations that will take effect in the coming years, with major changes set to impact business owners in 2025. As part of a broader effort to increase retirement savings for Americans, the Secure Act 2.0 introduces several provisions […]
Running a business comes with numerous responsibilities, and ensuring a well-structured retirement plan for employees is among the most critical. A Third-Party Administrator (TPA) plays an essential role in managing the complexities of retirement plan administration. These professionals specialize in overseeing the regulatory, compliance, and operational aspects of retirement plans, ensuring that businesses adhere to […]
Retirement planning is an essential aspect of financial security, both for business owners and their employees. As businesses seek strategies to maximize contributions and ensure their workforce is well-prepared for retirement, they often explore various types of retirement plans. Among the available options, a new comparability plan stands out as an effective method to maximize […]
