Retirement University

Retirement Learning Center

The Perfect Time to Start a 401(k) Plan

By admin | January 27, 2020

“The best time to plant a tree is 20 years ago. The second-best time is right now.”  – Chinese Proverb…

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Pension Contributions & Lower 2017 Taxes

By Kurtis Thompson | June 27, 2018

Did you know that you can deduct pension contributions made by September 15, 2018 from your 2017 taxes? In most…

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401(k) Plans & Automatic Enrollment?

By Parker Elmore | November 13, 2017

A recent study by Employee Fiduciary examined the negative aspects of automatic employee enrollment in 401(k) plans, particularly for smaller plans. Only…

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SIMPLE IRA to 401(k) for 2018? The deadline is now

By Parker Elmore | September 5, 2017

If you’d like to move to a 401(k) for 2018, you must notify employees by 11/2 As your business or…

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OPEB, GASB 74 & GASB 75

What's the difference between GASB 74 & GASB 75?

By Parker Elmore | August 15, 2017

GASB 74 is required for plan level financial reporting while GASB 75 is required for employer or plan sponsor level financial reporting…

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401k

Do S-Corporation Distributions count for 401k & Pension Plans?

By Parker Elmore | August 14, 2017

S-Corporations, Distributions, W-2 Wages, Self-Employment Tax, 401k & Pension Plans & their interaction – it’s all about balance. So, you’ve…

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