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Selecting a Plan That's Just Right

& Avoiding the Hassles

Not every retirement plan is equal. Selecting the right plan for your circumstances, your short and long term goals, your peace of mind and keeping it on track can seem daunting. We are here to ensure you secure the right plan, with the right benefits and the right structure while avoiding the pain and headaches of inadequate administration and inevitable pitfalls. Call us, we can help.

  • 401(k) Plans
  • Profit Sharing Plans
  • Custom-Design Plans
  • Defined Benefit Plans, And More...
  • 401(k) the "Hottest" Benefit Plan in Town.

    A 401(k) plan is a special type of profit sharing plan that is flexible and enormously popular. Like a traditional profit sharing plan, a 401(k) plan allows employees to choose whether to receive a portion of their income in cash, fully taxable, or to defer receipt of income, and payment of taxes on the income, until retirement.

  • Contribution Limits to 401(k) Plans

    No less than three separate sections of the Internal Revenue Code limit contributions made to 401(k) plans. And of course, each of these code sections are different. Visit our knowledge pieces.
     

  • Safe Harbor 401(k) Plans

    A 401(k) plan permits employees to elect to contribute a portion of their compensation (an "elective deferral") to the employer’s retirement plan rather than receiving the compensation. Visit our knowledge pieces.
     

  • Large Plan Audit Guidelines

    Complying with the U.S. Department of Labor (DOL) regulations results in
    significant plan administration and accounting fees on large retirement plans. Visit our knowledge pieces.
     

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