Recent Posts
SMA Services, Inc., Offers SMArt Solo(k)
SMA Services, Inc., is pleased to offer SMArt Solo(k), a full-scope Qualified Retirement 401(k) Plan, for the solo-business owner: Includes all standard 401(k) features but packaged and affordable for the solo business owners (no W-2 employees, except a spouse) No compliance…
Read More1st Quarter Compliance Calendar
With the start of the 1st quarter of the year, there are numerous 401(k) administration retirement plan compliance deadlines on the horizon. Download a PDF of the Q1 2024 Compliance Deadlines If you have questions or would like additional information…
Read MoreNews You Can Use: 2024 Cost of Living Adjustments for Retirement Plans
The Internal Revenue Service recently announced its cost-of-living adjustments applicable to dollar limitations on benefits and contributions for retirement plans generally effective for Tax Year 2024 (see IRS Notice 2023-75). Most notably, the limitation on annual salary deferrals into a…
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2024 Social Security COLA Set at 3.2% and What It Means The recently announced increase in the Social Security cost-of-living adjustment (COLA) for 2024 is much more modest than the one announced just a year ago. But milder or not,…
Read More4th Quarter Compliance Calendar
With the start of the 4th quarter of the year, there are numerous 401(k) administration retirement plan compliance deadlines on the horizon: October 15 Extended Deadline: Filing tax returns for partnerships Extended Deadline: Contribution deadline for deductibility for calendar-year partnerships…
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