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How Zuna’s look under the hood of one company led to a significantly reduced tax liability and an additional $100,000 estimated in retirement savings for the three partners.
Four reasons to reconsider this important benefit.
Whether your business is searching for its first 401(k) plan or has one in place, here are four significant reasons to get a plan, or consider a more strategic one.
If you are not on top of your retirement plan compliance for the year, let us help you get there. Here are a few important things to note for 2021.
ZUNA partnered up with Parker, Smith & Feek in December for a discussion on mental health and wellness in the workplace.
The past year’s barrage of non-stop legislation and regulatory news related to retirement plans is creating confusion and an unclear ‘To Do’ list for those administering a plan.
ZUNA invited Geffen Mesher’s Dave Porter and Caleb Pilling to speak to a group of ZUNA clients recently on PPP loan forgiveness, a topic at the top of mind for many business owners and leaders.
For all qualified defined contribution plans in the Internal Revenue Service (“IRS”) third cycle for plan restatements, the restatement period begins on August 1, 2020 and continues through July 31, 2022.
The Department of Labor (“DOL”) announced its interim final rule for Lifetime Income Illustrations. This comes as a follow-up to the SECURE Act, which was passed on December 20, 2019.
On May 27, 2020, the DOL issued the “default Electronic Disclosure by Employee Pension Benefit Plans under ERISA” Final Rule [1].