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Lake Washington Human Resource Association Employee Engagement Panel

Join Planit 401k as a panel member for the LWHRA Employee Engagement Presentation on May 9, 2023.

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Apr 27, 2023

Western Pension & Benefit Council Spring Seminar

Join Planit 401k in presenting at the WP&BC Spring Retirement Seminar

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Apr 19, 2023

Companies can leverage large tax credits to setup a new 401k or 403b plan.

Summary of Tax Credits to startup a 401k or 403b plan

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Feb 21, 2023

Partial 401k/PSP Plan Termination

A partial termination may be deemed to occur when an employer reduces its workforce (and plan participation) by 20%.

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Mar 18, 2020

Suspending Plan Safe Harbor Contributions Mid Plan Year

Sometimes business cycles create unexpected challenges and that 3%-6% of payroll Safe Harbor contribution can become an cash flow issue or be deployed in other business critical manners.

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Mar 18, 2020
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Planit Financial, LLC

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888-654-4015, ext 1

Planit Financial, LLC is a registered investment advisers firm in the state of Washington.  The Adviser may not transact business in states where it is not appropriately registered or exempt from registration.  Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.  

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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