保罗麦克尤恩 | 意图 注册会计师-安全的赌博软件
作者
2023年10月4日
Article

Simplifying Retirement Savings for Your Employees: Roth vs. Traditional 401(k) Plans Explained

作为雇主, you recognize that choosing a retirement plan for your employees is a pivotal step in securing their financial well-being. One of the key decisions they'll face on this journey is choosing between a Roth and a traditional pretax 401(k). We understand that making this choice can be challenging, so we’re breaking it down for you to equip your employees to make decisions that impact their unique circumstances. 
作者
2023年8月28日
博客

美国国税局故障归咎于错误的延迟申报通知有关的退休计划申报

An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
作者
2023年5月15日
事件

Learn About the New Retirement Plan Tax Credits Available 

During this presentation, 保罗·麦克尤恩注册会计师, principal with 意图’s retirement plan services team, will walk through the tax credits available for new retirement plans—particularly who is eligible and how much is available.
作者
2023年4月17日
事件

安全2.0 – What You Need To Know

保罗麦克尤恩, principal with 意图’s retirement plan services team, 谁审查了对你影响最大的新规则.该法案于2022年12月29日签署成为法律.  Although some of the 安全2.0更改是可选的,还没有生效,你需要开始… 继续
作者
2022年10月24日
博客

Is Your Retirement Plan Growing with Your Business?

赞助和维护一个小企业的退休计划似乎是令人望而生畏的.
作者
2022年3月11日
Article

“团体计划”安排为401(k)保证人节省成本

sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
作者
2022年1月11日
博客

Late Notice From The IRS Or DOL? 意图d Before You Act

f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. 只要让我们知道,我们会建议你下一步与国税局澄清事情.
作者
2021年10月19日
事件

有竞争力的401k计划设计:帮助赢得人才争夺战的计划设计

Gain insight on how to enhance your organizations benefits package to retain and attract top talent, increasing participation and more! 随着就业市场的竞争越来越激烈,随之而来的福利也越来越多. 潜在员工正在寻找更有吸引力的公司. That means better pay, a better work-life balance, and … 继续
作者
2021年9月15日
作者
2021年5月28日
博客

PPP Recipients: Loan Invoices Are Coming

The SBA will soon release invoices for your PPP loans. Have you completed your loan forgiveness application yet?
作者
2021年4月19日
博客

Your Solo 401(k) Plan May Be On The IRS’ 审计 List

If your solo 401(k) plan was audited tomorrow, 你会成功还是会受到惩罚?
作者
2021年3月31日
博客

PPP Loan Application Deadline Extended

雇主现在必须在2021年5月31日前申请PPP贷款.
作者
2021年3月8日
博客

SBA Releases Interim Final Rule, Extends PPP Eligibility

您的企业现在是否有资格申请从购买力平价中分一杯羹? 由于SBA新的临时最终规定,答案可能是“是”!"
作者
2021年2月12日
博客

请忽略关于2019年退休计划的表格5500延期信

美国国税局(IRS)延迟的延期批准函正在退休计划发起人之间造成混乱.
作者
2021年2月4日
博客

Having Problems Claiming The Second Draw PPP Loan?

Wondering what's going on with your PPP 2.0 application or your PPP Loan Forgiveness Application? Here's what we know.
作者
2020年12月29日
事件

What Does The New Stimulus Bill Mean For Businesses?

了解新的经济刺激法案对俄亥俄州及其他地区的企业意味着什么.
作者
2020年12月29日
博客

Take A Look At The New PPP Legislation

Looking for an overview of the new PPP legislation? 不要再看了.
作者
2020年11月4日
事件

黑客也想进入你公司的退休计划账户

网络犯罪分子正在查看你公司的退休计划账户并舔他们的印章. How are you going to stop them?
作者
2020年7月22日
事件

How To Maximize Tax Savings With HSAs

招聘和留住顶尖人才并没有变得更容易, 这就是为什么一些企业正在密切关注他们现有的福利计划. 这个免费的网络研讨会将照亮健康储蓄账户的税收优惠.
 
2020年7月21日
播客

第242集:安全法案如何影响公司的退休计划 & 个人

了解如何 the SECURE Act has changed the rules of the retirement planning game for businesses and individuals.
作者
2020年6月23日
事件

What Is Life After Coronavirus? PPP Loan Forgiveness Updates & 常见问题解答

意图的小企业管理局 & PPP Loan Task Force takes are back to answer your questions about the PPP Loan Forgiveness recent updates.
作者
2020年6月5日
博客

PPP Flexibility Changes Become Law

了解PPP灵活性法案如何改变工资保护计划.
作者
2020年5月27日
事件

What Is Life After Coronavirus? Working Through The PPP Loan Forgiveness Application

意图的小企业管理局 & PPP Loan Task Force takes on the PPP Loan Forgiveness Application during this 90-minute webinar.
作者
2020年4月29日
事件

What Is Life After Coronavirus? Navigating PPP Forgiveness & Intro To Main Street Lending Program

Learn how to navigate PPP loan forgiveness and learn more about the Main Street Lending Program during this interactive, pre-recorded webinar.
作者
2020年4月1日
事件

What Is Life After Coronavirus? How To Claim Disaster & CARES Act Small Business Loans

Our SBA Loan Task Force provides you with the information you need to understand the resources now available through the SBA disaster loan program and CARES Act.
作者
2020年3月27日
事件

What Is Life After Coronavirus? Coping With Financial Anxiety & 衰退的担心

This webinar will help you make sense of the financial anxiety and recession worry resulting from COVID-19.
作者
2020年2月19日
博客

SECURE Act Ushers In Substantial Retirement Plan Changes

The SECURE Act is here ... find out what that means for you.
作者
2019年9月3日
博客

Evaluation of HSAs Requires a Team Approach

想知道健康储蓄账户如何节省你辛苦赚来的钱吗? 继续读下去 ...
作者
2019年8月28日
博客

The Best Tax Deferral Opportunity Is A Retirement Plan

A great plan design will deliver a big punch.
作者
2019年4月26日
博客

健康计划与退休计划遵循相同的ERISA信托标准

Keep reading to discover why ERISA fiduciary duties should be viewed essentially the same way as retirement plan fiduciary duties.
作者
2019年4月25日
博客

What’s Going On With Retirement Plan Legislation?

The SECURE Act and the RESA bill are currently in Congress. 这两项立法都旨在帮助雇员为退休做好准备. 继续读下去 to learn more about the pending legislature.
作者
2019年2月22日
博客

Another Way Great Plan Advisors Can Add Value

希望为您的退休计划保荐人提供更大的价值,创造终身客户? We have some suggestions!
博客

Need Help Retaining Employees?

Your retirement plan could be the key to improving your company's employee retention rate and recruitment effectiveness. 了解如何.
博客

拟议的欧洲议会立法将削弱信托保护

ERISA ensures that benefits in employer-sponsored retirement plans are protected from bad actors – but proposed legislation would reduce those protections.
作者
2018年9月18日
博客

IRA Beneficiaries Vs. Designated Beneficiaries

你知道IRA受益人和指定受益人的区别吗? If you have heirs, you should.
作者
2018年9月14日
博客

晨星公司(Morningstar)旨在整理无佣金“清洁股”的定义

The investment community is buzzing about "clean shares" but are they really as spotless as they sound?
作者
2018年8月21日
博客

萨塞尔多特v. N.Y. University: A Cautionary Tale To Plan Fiduciaries

Lawsuits for alleged mismanagement of retirement plans are occurring more frequently than ever. Find out what one of the latest ones has taught us.
作者
2018年7月27日
博客

How a Cash Balance Plan 401(k) Will Secure Your Retirement

Is it time to play catch up with your retirement plan? Adding a cash balance pension plan option to your profit sharing 401(k) plan may be the way to go.
作者
2018年7月26日
博客

Vanguard Drops Its Own Retirement Fund

先锋集团最近将美国最受欢迎的共同基金之一从自己的计划中删除. Find out what the biggest takeaways are from this move.
作者
2018年4月13日
博客

Bipartisan Budget Act Changes Hardship Withdrawal Rules

在困难的情况下,从你的401(k)中提取现金将很快变得更容易.
作者
2018年4月8日
博客

纠正程序可以帮助计划保持合规

Got retirement plan errors? This article names a few solutions that might help.
作者
2018年3月20日
博客

成长的空间:如何达到你的信托游戏的顶端

If you exercise discretionary authority, 控制或负责公司的退休计划, 你是受托人. Are you in compliance with ERISA?
作者
二零一七年十一月十七日
博客

To Roth Or Not To Roth

Does your employer give you the option of using a Roth 401(k) and Traditional 401(k) to save for retirement? Are you wondering what the difference is? This article will hopefully clear things up a bit.
作者
2017年10月26日
博客

理查德·塞勒因其退休储蓄策略获得诺贝尔经济学奖

While Richard Thaler may not be a name you’ve recently discussed while gathered around the dinner table, if you are a fan of the idea of retirement, you might want to stop and take notice. Keep reading to find out why.
作者
2017年10月21日
博客

What To Look For In A TPA

与第三方管理员(TPA)合作可以减轻很多压力, but how do you know which one is the right one? Keep reading to find out.
作者
2017年9月8日
博客

退休计划发起人认为你的咨询服务有价值吗?

退休计划顾问是由计划发起人出于各种原因选择的, but unless advisors prove to be knowledgeable, attentive and supportive, 他们的计划发起人会毫不犹豫地寻找一个愿意这样做的顾问.
作者
2017年8月29日
博客

Another Way To Help Your Employees Save

想办法让你的福利待遇更令人满意? Adding an employer-sponsored 529 Plan could be just what you need to attract and retain top talent. 继续读下去 to learn more.
作者
2016年12月2日
博客

Great Advisors Always Review & 重新评估

When recommending or working with service providers, 退休计划顾问必须确保他们履行了受托责任.
作者
2016年11月30日
博客

Plan Sponsors Must Now Accommodate Tighter IDR Deadlines

上个月底, the IRS issued a memo to its examiners regarding the process for handling information document requests (IDRs) in retirement plan audits. 继续读下去 to find out what has changed.
作者
2016年11月15日
博客

DOL Takes Aim At Revenue Sharing

The DOL has focused its attention on eliminating revenue sharing within qualified defined contribution retirement plans. 反对者声称,这种做法与ERISA严格的受托责任不一致.
作者
2016年8月26日
博客

当受托人没有把参与者放在第一位时,法律体系就会注意到

Fiduciaries are learning the hard way that when it comes to managing their retirement plans they better have the best interests of participants in mind or face legal action.
 
2016年5月9日
播客

episode 32: pedal fast so the future is not your fault; default into savings now

本周, 在第32集, Pedal Fast So The Future Is Not Your Fault; Default Into Savings Now, we receive some critical insight from 保罗麦克尤恩, 注册会计师, MTax, AIFA, 意图’s principal and director of benefit plan services – if the private sector doesn’t take control of America’s retirement problem, sooner or later the government will. 业务…… 继续
作者
2016年1月28日
博客

退休计划的参与者满足于看着他们的储蓄慢慢减少

It took a while to get to this point, 但在花时间成长和适应市场的起起落落之后, 固定缴款退休计划终于迎来了它自己的时代. 继续往下读,了解更多关于当前退休储蓄环境的信息.
作者
2015年12月7日
博客

Forget What You Think You Know

Providing your employees with the option of participating in a Health Savings Account (HSA) can be a great way to help them manage their wealth strategies. 但当他们意识到这种选择的真正价值时,他们可能需要接受教育. 继续读下去 to learn more.
作者
2013年9月4日
博客

Five Steps to Mitigate Your 401k Fiduciary Risk

There is so much noise in the marketplace regarding the fiduciary responsibility of plan sponsors it’s no wonder people are confused. The confusion starts with who is a fiduciary so it’s important to note that fiduciary status is based on the functions performed for the plan, not a person’s title. Your plan’s fiduciaries will ordinarily … 继续
作者
2012年5月31日
博客

Parting Is Such Sweet Sorrow

随着我们的经济开始复苏,越来越多的工人将寻找新的工作. In fact, a recent survey has noted that two out of three employees want to find a new position. So what happens to their 401(k)s when they leave? 根据富达投资(Fidelity Investments)的说法,对许多人来说,什么都没有. In a recent study, … 继续
作者
2011年12月1日
博客

Why Your 注册会计师 Should Service Your TPA

当涉及到服务您的第三方管理员退休计划时, employers have a myriad of choices in providers. 然而,为你的计划服务的最明智的选择可能是你的会计专业人士. Here are a few of the advantages to this relationship. Seeing the bigger picture. Your 注册会计师 should already be serving as your tax … 继续
作者
2011年4月28日
博客

Preparing for 408(b)(2) Fee Disclosure

Although the recent ERISA 408(b)(2) fee disclosure regulations – originally due to go into effect in July – have been pushed back until 2012, 作为计划发起人, 你准备好面对突如其来的透明化带来的后果了吗? 毫无疑问,计划费用透明是一件好事,也是姗姗来迟的. 然而,它…… 继续
作者
2009年5月6日
博客

Commonly Asked Questions About Safe Harbor 401(k)s

许多企业主继续面临经济挑战, employers are seeking ways to reduce or eliminate retirement plan contributions as one way to control their business costs. The following are answers to some of the most frequently asked questions about eliminating or freezing fixed contributions under safe harbor 401(k) plans. May an employer freeze … 继续