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Kelsey Mayo

By Kelsey Mayo | 2/8/2023
While the original SECURE Act increased tax credits for small employer plans, SECURE 2.0 significantly increases the available tax credits—including some that could cover the costs of operating/administering a small plan for up to three years. Here is an overview of the small employer tax credits... READ MORE
By Kelsey Mayo | 2/12/2021
If your plan sponsor clients have recently received approval of a filing extension requested last summer for their 2019 Form 5500—they don’t need to do anything.    As you may know, plans that wished to extend the deadline for filing their Form 5500 for the plan year ending Dec. 31, 2019, were... READ MORE

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