Category Archives: Retirement

For CPAs and financial advisors serving Phoenix businesses, retirement plans can create a difficult service gap. Clients expect knowledgeable guidance, but the ongoing administrative work behind a qualified retirement plan can involve specialized testing, reporting, documentation, deadlines, and coordination that may fall outside an accounting or advisory firm’s core services. Outsourcing retirement plan administration gives local […]

Business owners and executives across Phoenix, AZ continue to face a growing challenge: balancing tax efficiency with meaningful retirement savings. As compensation rises, IRS contribution limits and nondiscrimination testing can restrict how much highly paid employees can defer into traditional qualified retirement plans. Understanding the 2026 retirement planning landscape can help business owners make informed decisions […]

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 […]

Retirement plan compliance can become a serious business issue for Phoenix employers when annual filings, payroll deposits, participant notices, and plan records do not match. A missed deadline or inaccurate Form 5500 may expose a plan sponsor to federal penalties, corrective costs, and closer regulatory review. Quick Answer For 2026, the Department of Labor can […]