Category Archives: Retirement

Retirement Plan Compliance Checklist for Arizona Business Owners [2025 Edition]

As an Arizona business owner, offering a retirement plan to your employees is more than just a competitive advantage—it’s a significant legal and financial responsibility. Whether you operate a startup in Tempe or a long-established company in Phoenix, ensuring that your retirement plan meets federal and state compliance standards in 2025 is crucial. A comprehensive […]

Read More

Top 5 Mistakes Business Owners Make With Their Retirement Plans—and How to Avoid Them

Running a successful business in Phoenix or anywhere in Arizona requires tremendous dedication, foresight, and planning. Yet, one area where many business owners falter—often unintentionally—is in setting up and managing their retirement plans. Retirement planning isn’t just a personal concern; it’s a crucial component of sound business management. It affects not only the future security […]

Read More

Exe(k)utive Retirement Plans: A Smart Choice for Business Owners in Phoenix

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 […]

Read More

Maximizing Retirement Contributions: Is a New Comparability Plan Right for Your Business

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 […]

Read More

Navigating Retirement Plan Options

Navigating the complex world of retirement plans is essential for businesses looking to offer competitive benefits while managing costs effectively. With a myriad of retirement plan options available, each with its unique features, it can be challenging to determine which plan aligns best with your business’s goals and employees’ needs. This comprehensive guide aims to […]

Read More