Browsing Tag
Start-up Tax Credit
5 posts
Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
Small Employers Not Taking Advantage of Plan Startup Tax Credits—And That’s a Big Problem
Recent NBER report shows only 5.5% of eligible firms claim SECURE 2.0-expanded tax credit for starting workplace retirement plans
2024 SECURE 2.0 Insights with Principal’s Lance Schoening
As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited.
Reish Highlights ‘Remarkable’ Government Incentives in SECURE 2.0
Speaking at the Qualified Plan Fiduciary Summit Tuesday, the noted ERISA expert pointed out some attractive incentives intended to spur small 401(k) plan startups
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision