by Greg Snyder | Jun 18, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fee Details
This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash Balance or Defined Benefit, and SOLO Combo plan designs, including one-time setup and ongoing fees. This information is not intended to replace the official Fee Disclosure...
by Greg Snyder | Jun 18, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fee Details
JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and transaction fees. This information is not intended to replace the official Fee Disclosure clients will receive upon plan setup pursuant to IRC 408(b)(2) but provides more details...
by Greg Snyder | Jun 17, 2021 | Employer Webinars, Employers
Date: June 17th, 2021 Watch the Webinar Explore More...
by Greg Snyder | Jun 15, 2021 | Advisor Articles, Advisors, Employee Articles, Employees, Employer Articles, Employers, Fact Sheets
A 401k Plan is a very popular employer sponsored retirement savings program. These plans are designed for employers wishing to provide employees with the ability to fund their own retirement accounts on a pre-tax or Roth after-tax basis. Employee Contributions...
by Greg Snyder | Jun 14, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fact Sheets
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage of the features of a 401(k) plan. Why Choose a Solo 401(k)? A Solo 401(k) offers a great opportunity to save for retirement while maintaining flexibility from year to...
