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Join date: Jul 17, 2018
Posts (15)
Feb 23, 2024 ∙ 2 min
You Got the Letter! What Now? IRS Pre-Examination Retirement Compliance Pilot Program is Extended
Have you ever received a letter from the IRS and felt that knot of anxiety form in your stomach? It's a common reaction, but there's some...
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Oct 19, 2023 ∙ 1 min
The Value of a strong Advisor/TPA relationship
With a TPA, you can focus on what you do best Third-party administrators (TPAs) can help you build your retirement plan business and...
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Feb 16, 2023 ∙ 3 min
SECURE 2.0 Act Start up Tax Credits
Small-business retirement plan sponsors A closer look at SECURE 2.0 Act startup tax credits Effective for taxable years beginning in...
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Mark A. Gajowski II
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