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Plan Sponsor Materials
RSG Understanding Compensation FAQs
RSG Advisory 4Q 2023 Investment Update (PDF, editable slides)
Email Library – Templates
To share blog article on:
- How Can Our 401(k) Plan Help Us Attract and Retain Star Employees?
- Should You Add an Automatic Safe Harbor IRA to Your Plan?
- Share Blog – SECURE Act 2.0: What 401(k) Managers Need to Know for 2024Â
Confidence in Crisis (Prospect) Following the tone and message of the 2023 Mid-Year Market Update Steve gave to full service clients.Â
Total Rewards (Prospects) Centered around the theme of using 401k as a recruitment and retention tool, using trending terminology for making sure a Retirement Plan is part of a “Total Rewards” package.Â
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Recent Articles
Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks
This article is a helpful guide for wrapping up 2023 smoothly! We will dive into those end-of-year 401(k) tasks that require your attention including plan design review, SECURE Act preparation and impact on businesses, Required Minimum Distributions (RMDs), employee deferrals and more.
Boosting Profits and Savings: 5 Tax Strategies for Business Owners
By utilizing tax-friendly strategies, owners can reduce their tax liability, effectively boosting profits without increasing sales or cutting costs. Let’s delve into some of these strategies and explore how they could potentially bolster your business’s financial health, reduce taxes and help you save for retirement.
Turbocharging Your Retirement Savings Plan
Are you eager to supercharge your retirement savings beyond the limits of your 401(k) profit sharing plan? If so, you might be intrigued by the idea of combining your existing plan with a defined benefit plan. This dynamic strategy, known as a “combo plan,” can significantly enhance your retirement benefits by leveraging the strengths of both plan types. In this article, we’ll explore the concept of combo plans and highlight key considerations for those looking to maximize their retirement savings.
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