The Plan Sponsor relies upon partners to successfully maintain an effective retirement plan. The attached document illustrates this example.

The following 401(k) Safe Harbor Quick Guide illustrates the benefits and drawbacks to each type of Safe Harbor plan-type.

The following handout allows the advisor to illustrate the impact of putting all the pieces together to maximize plan contributions.

The following illustration explains the real-world bottom line impact of why you should have a 401(k) plan.

This document illustrates the value and services provided by a Third-Party Administrator.

Do you have clients who are looking for ways to contribute more than $63k per year towards their retirement? Cash Balance plans are not the old style of Defined Benefit Plans. With contribution limits in excess of $300,000 per year, these plans can supercharge your retirement, substantially lower your annual corporate taxes, & provide a great option to catch-up on your retirement.