What Retirement Plans Work With ROBS?
Rollovers as Business Startups is a great way to fund your business debt-free. Learn what retirement accounts are eligible, and why.
Baby Boomers Make Successful & Happy Small Business Owners, Survey Shows
Statistics from our 2018 State of Small Business survey point to more baby boomers becoming successful small business owners. Learn more about this segment of entrepreneurs, the top industries and the challenges they face. Proving that it’s never too late to pursue your passions, data from the 2016 Kauffman Startup Index indicates that while baby […]
Top 5 Business Ideas for Baby Boomers
We may think of new business owners as tech-savvy millennials, but the reality is boomers are capitalizing on the American dream just as often.
What is a 401(k) Plan Restatement?
How does a 401(k) Plan Restatement Work? Safe Harbor 401(k) Plan Restatement What Happens if I Don’t Restate My 401(k) Plan? When Do I Need to Get My 401(k) Plan Restated? What Changes Are Part of the 2020-2022 Restatement Cycle? Every six years, the IRS requires defined contribution retirement plans (e.g., 401(k) plans) to be […]