Posts by ANEW 401k TPA

Ten years ago, I stepped onto an exciting and uncertain path — starting ANEW 401k TPA.I didn’t have everything mapped out. I simply knew it was time to move forward.I often think of Robert Frost’s words:“Two roads diverged in a wood, and I—I took the one less traveled by,And that has made all the difference.”At…

The Tax Exempt and Government Entities (TE/GE) 2021 list of priorities includes Solo K Plans. Their focus is to review one-participant 401k Plans to determine if there are operational or qualification failures, income and excise tax adjustments or plan document violations.  For a full listing of their focus visit: https://www.irs.gov/government-entities/tax-exempt-government-entities-compliance-program-and-priorities#cs

Happy Anniversary ANEW 401k TPA! Congratulations on 5 years! Here’s to the next 5, then the next 5 and so on and so on.  Starting ANEW was one of the best business and personal decisions I have ever made. It has been a lot of hard work and continues to demand a lot of hard work, but…