Recently, Will Hackler, Chairman of Integrated Pension Services and Partner at Integrated Pension Advisors, joined Brian Anderson on the 401(k) Specialist Podcast to discuss an important issue affecting adopting plan sponsors across the industry.
Many business owners are missing out on valuable tax incentives available for starting new 401(k) plans. During the conversation, Will explains why this happens, how advisors and third-party administrators (TPAs) can help bring these overlooked opportunities to the attention of CPAs, and how identifying these missed credits can create meaningful value for clients while serving as a powerful business development tool. The discussion offers practical insights for retirement plan professionals looking to better serve their clients and ensure business owners receive the tax benefits they’re entitled to.
You can listen to the full episode wherever you get your podcasts. Tune in to Season 4, Episode 139: “Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler.”