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SECURE 2.0 Summary
Advisor Resources

SECURE 2.0 Summary

Support Admin -
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Auto Enroll 401(k) (3.5% Safe Harbor Match)
Fast Start 401(k) Plans

Auto Enroll 401(k) (3.5% Safe Harbor Match)

PPC -
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Basic Match 401(k) (4% Employer Match)
Fast Start 401(k) Plans

Basic Match 401(k) (4% Employer Match)

PPC -
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Traditional 401(k) (No Employer Match)
Fast Start 401(k) Plans

Traditional 401(k) (No Employer Match)

PPC -
0
Profit Sharing 101
Advisor Tools & Resources

Profit Sharing 101

PPC -
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Cash Balance by Age
Advisor Tools & Resources

Cash Balance by Age

PPC -
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Solo (k) with Cash Balance Plan
Advisor Tools & Resources

Solo (k) with Cash Balance Plan

PPC -
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Qualified Business Income (QBI) Deduction Example
Advisor Tools & Resources

Qualified Business Income (QBI) Deduction Example

PPC -
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PPC Census Form
Advisor Tools & Resources

PPC Census Form

PPC -
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PPC 3 Legged Stool
Advisor Tools & Resources

PPC 3 Legged Stool

PPC -
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