May 3, 2017 | Retirement Plans
“[American] small businesses expect stronger revenue this year and many anticipate adding employees,” writes Howard Schneider in a reuters.com piece that cites a New York Fed report. The article continues: “In a national survey that covered nearly 16,000 firms with...
Nov 18, 2016 | 401k, Asset Allocation, News, Pension Parameters, Planning for Longevity, Small Business Needs
A financialadvisoriq.com piece interestingly notes that “most small business owners in the U.S. haven’t put away for a comfortable retirement and could be betting too much on selling their business to fund it, according to a recent survey from BMO Wealth Management....
Aug 12, 2015 | Do You Know, News, Retirement Plans, Tax Planning and Deductions
For small businesses, this IRS compliance announcement is worth noting: WASHINGTON — The Internal Revenue Service [on July 14] encouraged eligible small businesses that did not file certain retirement plan returns to take advantage of a low-cost penalty relief program...