Retirement - Resources

Help improve your bottom-line with our comprehensive and relevant articles, tools and tips.

Articles & Tips

  • GUST Restatement FAQ 2007

    • 1. What does GUST stand for? GUST is an acronym for a series of laws affecting qualified retirement plans. GUST stands for GATT (General Agreement on Tariffs and Trade, USERRA (Uniformed Services Employment and Reemployment Rights Act of 1996), SBJPA (Small Business Job Protection Act of 1996), TRA '97 (Taxpayer Relief Act of 1997), RRA ‘98 (IRS Restructuring and Reform Act of 1998) and CRA (Community Renewal Tax Relief Act of 1997).

  • Maximizing Tax Savings with the Owner-Only 401(k)

    • Owners of businesses with no employees can use the Owner-Only 401(k) as a way to save substantial amounts of pre-tax dollars for retirement.

  • Securing the Future: Defined Benefit Plans

    • Defined benefit plans, or “pension plans,” are being set up by small businesses as a way to attract and retain talented employees while reducing the business's tax burden.

Case Studies

  • Sideshow Collectibles

    • Financing growth and increasing its licensing was a key challenge for Sideshow Collectibles, a maker of action figures and collectibles based on movie and TV characters.

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