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Supercharge M&A Deals with Expert Insights
The world of M&A can seem elusive, but today’s guest lifts the curtain to reveal how lower middle market firms can achieve global reach and

What Type of Retirement Plan Should My Business Implement? – Part 8
The Benefits of Saving in a Retirement Plan or IRA Why should someone save in an IRA or a retirement plan, instead of a regular savings account? Individual Retirement

What Type of Retirement Plan Should My Business Implement? – Part 7
Safe Harbor 401(k) Plan Basics A safe harbor 401(k) plan is simply a 401(k) plan that includes a safe harbor feature. There are a few

What Type of Retirement Plan Should My Business Implement? – Part 6
SIMPLE 401(k) Plan Basics A SIMPLE 401(k) plan is a combination of a regular 401(k) plan and a SIMPLE IRA. When would a business choose this

What Type of Retirement Plan Should My Business Implement? – Part 5
SIMPLE IRA Plan Basics A SIMPLE IRA plan allows employees to make contributions to a retirement plan from their pay just like a 401(k) plan, but the maximum deferral amount

What Type of Retirement Plan Should My Business Implement? – Part 4
401(k) Plan Basics A 401(k) plan allows employees to make contributions to a retirement plan from their pay. This is called a 401(k) deferral because

What Type of Retirement Plan Should My Business Implement? – Part 3
In Part 2, we discussed that 401(k) plans are a good retirement plan to consider when trying to attract and retain top talent for your business.

What Type of Retirement Plan Should My Business Implement? – Part 2
In Part 1, we talked about how a SEP plan can work nicely for an owner of a business with no employees. But what is the