Is your retirement plan design helping owners and employees thrive? With the right tools, you can boost savings, implement tax strategies, stay competitive, and create a workplace that motivates. Dive into these key strategies to elevate your plan design. Read the full newsletter now PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 […]
Ever wonder if a Cash Balance plan is right for your company? 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 […]
Student loans can hold your employees back—and their retirement savings too. A student loan matching program can change that. How a student loan matching program works: Why it’s a game-changer: Starting in 2025, SECURE 2.0 makes it easier to match loan payments with retirement contributions. Is this program right for your team? PENSION PLAN SPECIALISTS, […]
One of the most common goals for a retirement plan is to provide a savings vehicle for the company’s owner(s) and their employees. However, one problem—the IRS caps the amount of annual contributions participants can make. For employers, highly compensated employees and near-retirees looking to ramp up retirement savings, plan limits can create roadblocks. But, […]
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 paid. It’s the reward for the risks taken and the value created by your […]
Take Control of Your Finances with Our On-Demand Webinar and Budgeting Worksheet Managing money can feel overwhelming, but it doesn’t have to be. This on-demand webinar and budgeting worksheet are here to help! This educational toolkit is designed to give you the confidence to budget, save, and plan for the future. What the webinar covers […]
Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime. What the webinar covers Download the Worksheet Benefits of a Financial Education Looking for More […]
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Regularly reviewing finances is essential. As a retirement plan sponsor, encourage your employees to use an annual financial checklist. Get their families involved for added benefits. Making small adjustments yearly can boost confidence and financial well-being. Empower your employees to take small steps that can make a huge impact, reinforcing that proactive annual adjustments promote […]
The new Retirement Plan Contribution Limits are official! The following limits are going up for 2025: Review the full list of contribution limit changes below and share with your plan participants! PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 360-694-8409 pensionplanspecialists.com info@TPAteam.com This information was developed as a general guide to educate […]
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