Independent Retirement

05/11/2018

For high-earning small business owners, reducing adjusted gross income below $415,000 (if you're married) qualifies you for considerable tax savings. One way to reduce your adjusted gross income -- contributing to qualified retirement plan.

The Tax Cuts and Jobs Act is going to have a lot of unintended consequences—some good and some bad. One encouraging impact that the new tax reform could have is to increase the number of defined benefit and cash balance retirement plans set up by small businesses.

04/05/2018

"A good TPA is the biggest difference between a plan having major compliance headaches and not."

When you’re a financial advisor and working out proposals for potential plan sponsor clients, pricing is an important thing. This is the case especially when

03/29/2018

Read our thoughts on the importance of technology and data, and how it will drive more value to plan sponsors over time.

Thanks for the feature, PensionPro!

https://pensionpro.com/ppom/march-2018/?utm_source=PPOM&utm_medium=Email&utm_content=C

Gathering data is no longer enough. In any industry, but especially among TPAs, the chief goal is charting the future – by way of enlightened data analysis. “We must be good at capturing and leveraging data to express valuable insights back to our clients,” explained Eric Burnside, chief finan...

03/19/2018

Proud to be helping the fine folks at Cherry City Metals setup their first 401(k) plan, and leverage creative plan design to drive employee recruitment and retention.

02/22/2018

A timely piece from Entrepreneur.com discussing how to leverage retirement planning tools like 401(k)s to reduce both personal and business taxes.

If you have yet to file your 2017 taxes, here are some key strategies that may help you come out ahead this tax season.

01/17/2018

Wednesday’s are for the 🍩!

12/23/2017

An early analysis of the Tax Bill and how it will impact ERISA plans.

12/14/2017

We got our hands a little dirtier than usual today, and it was awesome. Thank you to Portland Parks & Recreation for the opportunity to get outside and support our beautiful parks! We’ll be back next year!