by Elizabeth Peichel | Jan 13, 2025 | PK Retirement Posts, Uncategorized
Q1 2025 compliance deadlines for your company’s retirement plan. Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! Download Our 2025...
by Elizabeth Peichel | Dec 2, 2024 | PK Retirement Posts, Uncategorized
This comprehensive checklist can guide your employees through a proactive review of their finances each year. As a business leader overseeing your company’s 401(k) plan and understanding the investment menu’s intricacies can play a significant role in...
by Elizabeth Peichel | Aug 15, 2024 | PK Retirement Posts, Uncategorized
For business owners, striking a balance between operating costs and profit is the cornerstone of success. Operating costs include everyday expenses like salaries, rent and supplies. Profit, on the other hand, is what remains after all these operating costs have been...
by Elizabeth Peichel | Aug 15, 2024 | PK Retirement Posts, Uncategorized
Key strategies to help employers maximize savings and minimize taxes. As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy...
by Elizabeth Peichel | Aug 15, 2024 | PK Retirement Posts, Uncategorized
You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and...
