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ResourcesTina Smith2022-11-15T18:07:28+00:00

RESOURCES

2023 IRS Limits

Safe Harbor 401(k) Plans

Map Advisor Value Add

Cash Balance Plan Basics

Prospecting Worksheet – Print

Prospecting Worksheet – Fillable PDF

What is a Controlled Group

Roles and Responsibilities In a Plan

Tax Advantages of a Qualified Plan

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