Retirement Plan Executive Joins PRI and GPS
San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023.
Startup Credits – Actual Text of SECURE 2.0’s Pension Plan Startup Cost Tax Credits, with Analysis and FAQs
This Easy Reading Guide to the Startup Tax Credits under SECURE 2.0 contains a “back of the napkin” summary for financial professionals, an executive summary, a flowchart describing how to calculate eligibility for the credit, updated text of IRC Section 45E, and more.
A Quick Reference to the SECURE 2.0 Act of 2022
SECURE 2.0, a major piece of retirement legislation, was signed into law on December 29, 2022. It includes a number of provisions affecting employers and individual retirement investors – some of which are optional and many that are mandatory. Read our “Quick Reference Guide” for more information.
GPS Launches its First PEP
Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the Pooled Plan Provider (PPP).