retirement plans Archives - Barbara Weltman | Big Ideas for Small Business

As a small business, it is up to you to choose to have a retirement plan or must you do so? The legal answer is ...

One of the most popular types of qualified retirement plans for businesses large and small is the 401(k) plan. It is funded mainly by employees ...

The government mandates that you provide employees with notice about various things. If you don’t, you can be penalized. Some notices can be handled with ...

Want to create a multi-million dollar nest egg … in addition to the value of your business? This is possible by making sure you’re covered ...

Qualified retirement plans aren’t just for large corporations. There are a number of compelling reasons for small businesses to consider adopting a plan now or ...

Whether you already have a qualified retirement plan in place or are thinking of starting one for 2018, now is a good time to familiarize ...

About half of all employees in the U.S. are not confident in having enough resources in retirement, according to a survey last year. Yet millions ...

Many small businesses have 401(k) plans in place to help employees save for retirement. And even solo entrepreneurs may use such tax-advantaged retirement plans to ...

Tax experts, including myself, often write in generalities about tax actions that small business owners should take. The general advice may be fine for most ...

On April 8, 2016, the Department of Labor (DOL) issued the long-awaited final rule for stockbrokers. The rule — referred to as the fiduciary rule — ...

As qualified retirement plans go, a SEP, which stands for Simplified Employee Pension, has a lot going for it. You can save substantial sums and ...