Starting a new Retirement Plan? Free credits from IRS. Let us help!

Pension Maxima Investment Advisory Test
Pension Maxima Investment Advisory Test
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    • Home
    • New Plan Set-up
    • About
    • Services
    • Financial Wellness
    • Medicare
    • Media
    • Contact
  • Home
  • New Plan Set-up
  • About
  • Services
  • Financial Wellness
  • Medicare
  • Media
  • Contact

Start a New Retirement Plan (FREE?)

Start Saving

Grow your income tax deferred!

Schedule an Appointment

Mandate for NY State Employers

New Retirement Plan Mandate

New Retirement Plan Mandate

New Retirement Plan Mandate

  1. Do you have 10 or more employees?
  2. Company has been established for at least 2 years
  3. No tax-qualified retirement plans (ex.  401(k), SEP IRAs, SIMPLE(s)

  You are required to set up one...or fall under the NY State Automatic IRA Reduction Plan.

Start-up Credit at a Glance

New Retirement Plan Mandate

New Retirement Plan Mandate

  1. First three tax years
  2. Credit = 50% of employer plan costs
  3. Formula:  $250 * the number of eligible employees, not to exceed $5,000

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Pension Maxima Investment Advisory

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Pension Maxima Investment Advisory

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