1 rich Libsyn https://www.libsyn.com 90 600 Serena Morse, CPC, QPA, QKC, QKA, is Co-Owner and CEO of Carpenter Morse Group, a non producing third-party administrator that has provided administrative compliance services for qualified retirement plans nationally for over 45 years. Serena has been a leading consultant and educator in this area of study for over 20 years. She has earned several respected credentials from the American Society of Pension Professionals &amp;amp; Actuaries (ASPPA), including the Qualified Pension Administrator designation (QPA), Qualified 401(k) Consultant (QKC), Qualified 401 k Administrator designation (QKA), and the highest awarded designation from ASPPA, the Certified Pension Consultant or CPC designation. She is a proud Alumni of the University of Florida Warrington College of Business. In this week’s episode, Serena breaks down tax-qualified retirement plans, the new benefits available to business owners under certain plans, and why agency owners should work with a TPA (third-party administrator) to set them up. Under the new tax code, business owners are entitled to a breadth of tax credits for contributing to their employees’ retirement plans, but the regulations are complicated. To fully understand who is eligible, the exemptions, credits, limits, etc., finding a TPA like Serena who is qualified to advise you on these new retirement plan benefits is essential. What you will learn in this episode: What is a TPA, and how does it differ from a CPA? What are tax-qualified plans, and how do they work? What every business owner should know when setting up a new plan Tax credits available under new plans Who is eligible for the new tax credits The compliance pitfalls business owners face when setting up tax-qualified plans Using your TPA to help stay on top of deadlines Resources: Website (business):&amp;nbsp;https://carpentermorse.com/cmg-reviews/ Email (Serena):&amp;nbsp;smorse@carpentermorsegroup.com The Progressive Agency Podcast http://theprogressiveagency.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/30734723/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/30734723