Jordan Cross
SECURE 2.0 Startup Tax Credits Guide
The SECURE Act 2.0 is giving business owners an opportunity to start a 401(k) plan with three enticing tax credits. Learn more about...
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Jordan Cross
Jul 10, 20233 min
Avoid Costly Large Plan Audits with Force-Outs and Generate Forfeitures
Former participants’ small balance accounts could put you and your plan at risk. Here’s how to manage them. When an employee leaves your...
Jordan Cross
Jun 15, 20233 min
Long-Term, Part-Time Overview for 2024
For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because...
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