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SmartPlan: Interactive Retirement Enrollment & Education As an industry leader in corporate retirement planning, PlanPerfect is proud to offer SmartPlan; a new retirement platform designed to make it easier to enroll and educate your employees on your company’s retirement plan, so they can start on the path to a better, brighter future. SmartPlan allows your…
(This article was adapted by permission from the original version written by Eric C. Droblyen, CPC, QPA of Employee Fiduciary). With the passage of the 2020 Setting Every Community Up for Retirement Enhancement (SECURE) Act CPA’s and investment advisors have more flexibility to help business owners capitalize on important tax planning strategies in…
Many of our clients are feeling the far-reaching affects of COVID-19, both from a health standpoint and a financial one. As a 401k TPA (Third Party Administrator) of retirement plans for dozens of organizations, the staff at PlanPerfect Retirement believe it’s important to try to unravel the confusing language of the Coronavirus Aid, Relief, and…
Retirement plans fall into one of two categories: Defined Contribution Plans and Defined Benefit Pension Plans. Defined Contribution Plans, also known as retirement savings programs, cover a broad range of programs such as Profit Sharing and 401(k) plans. These types of programs allow owners and employees to make contributions that are allocated to individual participant…
Which Should You Choose? The Simplified Employee Pension Plan (“SEP”) IRA and the 401k Profit Sharing Plan (401k PS) are two of the most common retirement plans for successful small businesses and self-employed individuals, since they offer high contribution limits and flexible annual contributions. But which is right for you—the SEP or 401k PS? That…
A recurring question that comes up each year is how much can I contribute to a retirement plan?