Independent Retirement

For high-earning small business owners, reducing adjusted gross income below $415,000 (if you're married) qualifies you for considerable tax savings. One way to reduce your adjusted gross income -- contributing to qualified retirement plan.

Tax Reform Provides Boost To Small Business Retirement Plans The Tax Cuts and Jobs Act is going to have a lot of unintended consequences—some good and some bad. One encouraging impact that the new tax reform could have is to increase the number of defined benefit and cash balance retirement plans set up by small businesses.

"A good TPA is the biggest difference between a plan having major compliance headaches and not."

Stop thinking of TPAs as just a price placeholder | That 401k Site When you’re a financial advisor and working out proposals for potential plan sponsor clients, pricing is an important thing. This is the case especially when

Read our thoughts on the importance of technology and data, and how it will drive more value to plan sponsors over time.

Thanks for the feature, PensionPro!

https://pensionpro.com/ppom/march-2018/?utm_source=PPOM&utm_medium=Email&utm_content=C

PPOM | March 2018 Gathering data is no longer enough. In any industry, but especially among TPAs, the chief goal is charting the future – by way of enlightened data analysis. “We must be good at capturing and leveraging data to express valuable insights back to our clients,” explained Eric Burnside, chief finan...

Proud to be helping the fine folks at Cherry City Metals setup their first 401(k) plan, and leverage creative plan design to drive employee recruitment and retention.

A timely piece from Entrepreneur.com discussing how to leverage retirement planning tools like 401(k)s to reduce both personal and business taxes.

Want to Lower Your Taxes? Make the Most of Retirement Planning Tools Like 401(k)s and IRAs. If you have yet to file your 2017 taxes, here are some key strategies that may help you come out ahead this tax season.

Wednesday’s are for the 🍩!

An early analysis of the Tax Bill and how it will impact ERISA plans.

We got our hands a little dirtier than usual today, and it was awesome. Thank you to Portland Parks & Recreation for the opportunity to get outside and support our beautiful parks! We’ll be back next year!