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May 14, 2025

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Peter Gulia created a topic in Humor, Inspiration, Miscellaneous

What Amount Is $4,000,000,000,000?

"What amount is $4,000,000,000,000 if a writer uses only the '4' and replaces the many zeroes with one word?"

4 replies so far   |    Click Here to Add a Reply

Peter Gulia created a topic in Operating a TPA or Consulting Firm

Do Providers Help a Small Business Count Its Tax Credits for a Startup Retirement Plan?

"I read in this week's Pensions & Investments magazine that at least one recordkeeper 'calculates Secure 2.0 tax credits for new plan sponsor clients, giving them worksheets that they can give to their CPAs to make sure they take advantage of the tax credits[.]' TPAs, of recordkeepers you work with, is this a common service? TPAs, do you offer this service? Routinely, or when asked? Within a base fee, or for an incremental fee? What are the advantages and disadvantages of this service?"

3 replies so far   |    Click Here to Add a Reply

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