by Greg Snyder | Mar 29, 2024 | Advisor Webinars, Advisors
March 29, 2024 Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session. Watch the Webinar Explore More...
by Greg Snyder | Mar 8, 2024 | Advisor Webinars, Advisors
February 28, 2024 Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix. Watch the Webinar Explore More...
by Greg Snyder | Feb 21, 2024 | Advisor Articles, Advisors
February 15th, 2024 | By Theresa Conti Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it. This provision is effective for 2024 and...
by Greg Snyder | Feb 12, 2024 | Advisor Articles, Advisors
February 12th, 2024 | By Theresa Conti The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes. There are two types of related groups: controlled...
by Greg Snyder | Feb 1, 2024 | Advisor Webinars
January 31, 2024 JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities. Watch the Webinar...
