A PLANADVISER webinar underscored key plan design offerings when working with smaller plan clients.
Tag: SIMPLE plans
State-run plans, PEPs, SIMPLE plans expand access.
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director for the firm.
It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.
It would raise the contribution limits for SIMPLE plans and modernize form filing requirements.