Employer Contributions, Small Business

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 8/19/2025

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity....more

Money (That’s What I Want): Expanded Pension Plan Startup Cost Credit

Holland & Hart - The Benefits Dial on 1/30/2023

Start-up companies and other small employers take note—the recently enacted SECURE 2.0 Act of 2022 included a significant expansion of the small employer pension plan startup cost tax credit, including a new credit for...more

New Legislation Commonly Called “SECURE 2.0” was Recently Passed by Congress

Tucker Arensberg, P.C. on 12/30/2022

New legislation commonly called “SECURE 2.0” was passed by Congress last week and signed into law on Tuesday by President Biden. The new legislation includes almost 100 different changes that are linked to retirement plans. ...more

Using a Defined-Benefit Plan for Business Succession Planning Purposes

Schwabe, Williamson & Wyatt PC on 9/20/2022

Despite their reputation, traditional defined-benefit (pension) plans can be a valuable tool for small-business succession planning. Defined-benefit pension plans are often associated with unions and financial mismanagement...more

Guidance to Make Us Feel More SECURE

Jackson Lewis P.C. on 9/8/2020

Notice 2020-68 from the IRS provides valuable clarification for sponsors of qualified plans, 403(b) plans, and 457(b) governmental plans, as well as IRA holders, related to certain provisions in the Setting Every Community Up...more

The SECURE Act

Verrill on 1/9/2020

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) is the most far reaching new law affecting retirement benefits in more than a decade. This Client Advisory highlights key aspects of the...more

Undermining the Goal of Expanding Coverage for Nonhighly Compensated Employees

Bryan Cave Leighton Paisner on 3/17/2016

One might be led to believe that the current administration is in favor of expanding retirement savings opportunities. After all, the DOL has somewhat apologetically subverted ERISA to allow the States to sponsor...more

Employer Contributions › Small Business