facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Business Retirement Plans

Business Retirement Plans

BETTER RUN BUSINESS

A well designed 401(k) or similar retirement plan helps create financially healthy employees who are less stressed and more loyal. A well-managed plan allows management to focus on business instead of compliance or legal headaches associated with a high hidden fee plan put in place years ago.



EASE OF IMPLEMENTATION

We design low-cost quality retirement plans including SEP, solo 401(k), 401(k) and 403(b) plans. This includes fund selection, employee education while ensuring compliance and IRS requirements are being met. 
INCREASE SAVINGS & LOWER TAXES

Jane, 35,  runs a successful digital marketing company called Jane Digital and is the only employee. Jane pays herself a salary of $185,000 and puts $56,000 of this tax-free into her Jane Digital Individual 401(k) Plan. Sweet!

Jane had us organize a solo 401(k) plan allowing her to contribute $19,000 in 2019 plus 20% of her salary or $37,000 for a total of $56,000 annually. This is a hypothetical example based on a real situation.