Customized pension plan design for small businesses with in-house administration and funding vehicles.
Maximize Deductions & Accumulation
This full-service package offers custom plan design, prototype documents for establishing the plan, and complete plan administration services at very low cost!
(Annual cost $400 – $2,000 based on plan size)
401(k) Plans (including Safe Harbor plans)
412 (e)(3) Defined Benefit Plans
Traditional Defined Benefit Plans
New Comparability Profit Sharing Plans
Small Business Owner
Plan Structure Example
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Ask your small business clients if they can benefit from a Retirement Plan Review
Any concepts or illustrations contained herein are for illustration purposes only and should not be relied upon. Please note that federal tax laws are complex and subject to change. Neither the company nor its representatives provide legal or tax advice and this information may not be relied upon for purposes of avoiding any federal tax penalties. Please talk with your attorney or tax advisor for answers to your specific questions.