With certain 401(k) automatic features turned on, you can allow your employees to save more while lightening your administrative workload.
Advantages:
- Increases participation in the retirement plan
- Provides automation of administrative tasks
- Employer tax credit of $500 per year for the first 3 years
See how these features fit into your workplace for streamlined administration and enhanced retirement plan savings.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. www.kestrafinancial.com/disclosures
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements. Consult your attorney or tax advisor for guidance on your specific situation.
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