by Natalie Harris | Feb 3, 2023 | News, Pete Swisher
Cherisha Chapman, Steve Niehoff, and Pete Swisher | February 3rd, 2023 Download the PDF of this article Startup Tax Credits under SECURE 2.0—Easy Reading Version with FAQs The enhanced startup credit is possibly the single highest impact provision of SECURE 2.0 and is...
by Natalie Harris | Dec 30, 2022 | News, Pete Swisher
Cherisha Chapman and Pete Swisher | December 30th, 2022 Download the PDF Executive Summary This is a massive piece of legislation. There are 92 provisions and they are almost universally good, with “good” being defined as “helpful to the cause of promoting retirement...
by Natalie Harris | Jan 27, 2022 | Pete Swisher
by PETE SWISHER | Volume 29 • Number 3 • Autumn 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
by Natalie Harris | Jan 2, 2022 | Pete Swisher
by PETE SWISHER | Volume 28 • Number 3 • Spring 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
by Natalie Harris | Sep 15, 2021 | Pete Swisher
MEPs, PEPs & PPPs by PETE SWISHER | September 15th, 2021 The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14 might effectively kill the GoP...
by Natalie Harris | Apr 29, 2021 | Pete Swisher
by PETE SWISHER | April 29th, 2021 The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the Executive branch to publish anticipated guidance about compensation, conflicts of...
