Did you know that New York State’s retirement savings program registration deadline is less than a month away. Register before the deadline of May 15th, 2026, with New York Secure Choice and invest in your employee’s future success. If you are an employer and your company has 10 or more employees, have been in business… [keep reading…]
Tag: Retirement Plans
Things to Watch for in 2026: A Forecast for Retirement Plans
The continued rollout of SECURE 2.0 and other updates means 2026 will likely be a busy year for regulatory guidance. Below are a few items that are likely to matter to advisors in 2026. More SECURE 2.0 guidance expected. Treasury and the IRS are still working through a long list of SECURE 2.0 projects, and… [keep reading…]
Understanding K-1 Income in Retirement Plan Design
A frequent and complex challenge for retirement plan advisors can be properly defining compensation for plan eligibility and contribution purposes, including income reported on a Schedule K‑1. Improper reporting of K-1 income may result in compliance errors, contribution miscalculations, and/or plan disqualification. What is K-1 Compensation? Owners of partnerships and LLCs taxed as partnerships typically… [keep reading…]
Getting More from Every Dollar: Pre-Tax Arbitrage for Business Owners
High-income business owners face a unique challenge: their personal and business finances are deeply intertwined, and taxes often feel like the single largest expense both personally and for the business. While most people think of tax savings in terms of deductions, business owners have opportunities to spend pre-tax dollars by structuring expenses through their entities…. [keep reading…]