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2021 Limits for Retirement Plan Contributions
Retirement plan compensation and contribution limits are subject to annual cost-of-living adjustments. On Oct. 26, 2020, the Internal Revenue Service (IRS) announced updated limits for retirement plans in 2021, reflecting cost-of-living adjustments for the coming tax year.
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Retirement Plan Services Overview

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Retirement Plan Services Overview
Our retirement plan services team helps plan sponsors provide the right retirement plan for their employees and meet the fiduciary and ERISA responsibilities they take on. 
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Financial Fitness Webinar - Balancing Cash Flow Versus Deductions, a Webinar for Small Business Owners
A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.
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Earlier this year, the SECURE Act (Setting Every Community Up for Retirement Enhancement) breezed through the the House of Representatives. The bill is currently stuck in the Senate, but it would make a number of changes to the rules around 401(k)s and IRAs. Tune in as we're joined by three special guests to dig into the SECURE Act and uncover planning strategies and opportunities around the potential changes. 
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In this episode, we're joined by DHGWA financial advisor Jason Lunsford.  Jason helped created and currently leads our retirement plan services division – which means Jason is involved in the design, implementation, and advising of employer sponsored retirement plans. Together we discussed three of the most common retirement plan options: The SIMPLE IRA, the SEP IRA, and the 401(k).
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Clay Thornton | AAMS®, AIF®

Bill Laird | CFA, CFP®

Jason Lunsford | MBA, CRPS®, AAMS®, AIF®, PPC™

This webinar, provided by DHG's Wealth Advisory Group, will focus on the basic skills and knowledge you need to better manage your money and plan for a happy and healthy retirement. Initially created internally for DHG and now available publicly.
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