Tag Archives: tax credit

SECURE Act: How to take credit (tax, that is) for your retirement plan

The $1.4 trillion appropriations package signed into law by President Trump on December 20, 2019 designed to fund federal agencies through September of this year contained the most significant legislative enhancements to retirement plans in over 10 years. These law changes designed to encourage retirement savings are bundled up in one of those Congressional legislative … Continue Reading

Still time to set up a retirement plan for 2017

By Jerry Kalish on November 30, 2017 Posted in 401(k) Plans, 403(b) Plans, 457 Plans

If you are a business owner/employer with a calendar fiscal year, you still have time to adopt a qualified retirement plan for 2017. Here’s what you have to do: Before December 31, 2017: Sign adopting resolutions and a plan document, and Deposit a de minimis amount, e.g., $1,000 in a trust account to establish corpus. … Continue Reading

2004 was a big year. It was the year in which Facebook was launched; LinkedIn was just one year old; and Twitter was still two years away.

But for us, 2004 was the year in which we hitched our social media wagon to a tiny start-up technology firm in Seattle.

That firm was LexBlog which pioneered blogging for attorneys and other professional service firms to connect with our audiences in a whole different way.

Now 15 years later, we’re part of a growing global network of more than 19,000 bloggers who inform and provide insights into the legal and business issues affecting our respective audiences.

Indeed, the technology has taken a quantum leap for us take advantage of LexBlog’s SaaS technology including RSS, SEO, and social media tools to power our blog.

But the critical issue on which we focus has stayed the same: adequate income for employees at retirement.

This blog, then, and our firm's services have one basic objective: to help employers and employees get their retirement plans from where they are now to where they need to be.