Webinar replay of December 2024 presentation: Advanced Retirement Plans for Small Business Owners
Many small business owners are not aware of all the various retirement plan options available that employers can offer.
Sierra Pacific Financial Advisors, LLC (SPFA) of Pleasanton was pleased to feature Adam Zuro, from Nicholas Pension Consultants, covering topics that can help business owners enhance retirement plans offered their employees, minimize costs, comply with a CalSavers recent amendment, and increase their personal retirement contributions.
View the webinar replay divided into different topics of interest below:
CalSavers - and how to avoid it:
401(k) Profit Sharing - OUTLINE:
Defined Benefit Contributions:
Tax Credits:
Census for Plan Year form:
Nicholas Pension Consultants Fees:
SPFA Advanced Retirement Plan Services for Small Business Owners:
Question and Answer: