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Secure 2.0 Impact on Retirement Plans for 2024

Secure 2.0 Impact on Retirement Plans for 2024

Intac FuturePlan VP Charles Rosenberg and Compliance Manager Andrea Zimerman recently presented an informative webinar about changes to qualified retirement plans coming in 2024 and later. View the presentation to see what they covered and contact your Intac...

How to Handle Retirement Plan Missing Participants

How to Handle Retirement Plan Missing Participants

Companies that offer a qualified retirement plan (a defined contribution or defined benefit plan) must often deal with the challenge of finding a missing participant. This happens when former employees do not provide current contact information, are no longer actively...

Case Study: How Adding a New Comparability Profit Sharing Component to an Existing 401(k) Plan Minimized Taxes and Maximized Retirement Savings for a Small Business

Case Study: How Adding a New Comparability Profit Sharing Component to an Existing 401(k) Plan Minimized Taxes and Maximized Retirement Savings for a Small Business

A veterinarian in upstate New York has been running a successful practice for 10 years. The company is a C-corporation, co-owned by a husband and wife in their 40s who are on W-2 salary, as are five additional employees in their late 20s. The business had an existing safe harbor 401(k) plan, administered by a payroll provider, that provided a contribution of 3% of pay to its employees.