Jo-Ann Lewandowski, a Senior on the Sponsel CPA Group Employee Benefit Plan Services team, has earned the Qualified 401(k) Administrator credential, or QKA. This required the successful completion of a series of exams to confirm her expertise with administration, recordkeeping and non-discrimination testing of 401(k) and related retirement plans.
Trump Accounts: What Families Should Know Before Contributing
By Liz Belcher, CPA, Partner Tax Services Email Liz Key Points Trump Accounts are a new tax-advantaged savings option for eligible