Author: Steve Renner
Jun 22, 2023
Events
Learn the Who, What, Why, and How of Cash Balance Plans
Steve Renner, principal on the Rea retirement plan services team and Michael Spickard, Chief Actuary at Summit Retirement Plan Consultants LLC, explored the basics of how these niche retirement plans work, and when they make the most sense. Including real life examples so you can learn to identify prime opportunities to share this planning idea … Continued
May 29, 2019
Blog
IRS Increases 2020 Limits On HSA Contributions
The 2020 inflation-adjusted limits on deductions for contributions to an HSA allow employees who participate in an HDHP plan to put a little more money into their HSAs next year.
May 27, 2019
Blog
Should You Offer A 401(k) Plan?
Ever wonder why a growing number of employers are investing in their employee's retirement?