Secure 2.0 Retroactive Amendment

As we approach the end of the year, it’s important for Plan Sponsors to be aware of the new tax planning opportunities available under the SECURE Act. Plan Sponsors are […]

Catch Up Provisions

New Catch-Up Limits Under Secure Act 2.0 As a plan sponsor, it’s crucial to stay informed about legislative changes that impact retirement plans. The Secure Act 2.0, signed into law […]

IRS Releases ACA Affordability Threshold for 2025

IRS Releases ACA Affordability Threshold for 2025 The IRS released Rev. Proc. 2024-25, announcing an increase in the ACA Affordability Contribution Rate from 8.39% in 2024 to 9.02% for the […]

Get Started!

Fill out the form below, and we will be in touch shortly.
What Areas Are You Interested In?