RESOURCES

2024 IRS Limits

Safe Harbor 401(k) plans pdf

Safe Harbor 401(k) Plans

Cash Balance Plan Basics

Prospecting Worksheet – Print

Prospecting Worksheet – Fillable PDF

What is a Controlled Group

Tax Advantages of a Qualified Plan

Secure 2.0 Estimated Tax Credit Calculator
(Up to 50 Employees)

Secure 2.0 Estimated Tax Credit Calculator
(51 to 100 Employees)

Tax Credits for Starting a Plan

Map Retirement Sales Team

https://map401k.com/wp-content/uploads/2022/11/Secure-Act-2.0-and-Cash-Balance-Web.pdf

Secure Act 2.0 and Business Opportunities